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Raymond James Trust’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Raymond James Trust’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
Q3 		$329K Buy
6,855
+2,398
+54% +$113K 0.01% 987
2024
Q2 		$205K Buy
+4,457
New +$204K ﹤0.01% 1178

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Trust's UITB Position: Q3 2024 in Review

Raymond James Trust increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 54% in Q3 2024, buying an estimated $113K and bringing the position to 6,855 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #987.

Raymond James Trust first reported a position in UITB in Q2 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • Raymond James Trust held 6,855 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $329K as of Q3 2024.
  • Raymond James Trust bought 2,398 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $113K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #987 holding.
  • Raymond James Trust first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.