Private Capital Management (Colorado)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Private Capital Management (Colorado)’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$28.9M	Buy	629,043 +313,506	+99%	+$14.6M	5.77%	5
2024 Q3	$15.1M	Buy	315,537 +276,435	+707%	+$13.1M	2.72%	10
2024 Q2	$1.8M	Buy	+39,102	New	+$1.79M	0.36%	43

Other funds holding UITB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Capital Management (Colorado)'s UITB Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 99% in Q4 2024, buying an estimated $14.6M and bringing the position to 629,043 shares worth $28.9M. The position accounts for 5.77% of the portfolio, ranked #5.

Private Capital Management (Colorado) first reported a position in UITB in Q2 2024 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold UITB as of Q4 2024.

Private Capital Management (Colorado) held 629,043 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $28.9M as of Q4 2024.
Private Capital Management (Colorado) bought 313,506 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q4 2024, an estimated $14.6M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 5.77% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #5 holding.
Private Capital Management (Colorado) first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.