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Redhawk Wealth Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Redhawk Wealth Advisors’s Portfolio UBND Stock Details UBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,038
Closed -$291K – 315
2023
Q3 		$291K Buy
+14,038
New +$297K 0.1% 152

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
ERWM
Elk River Wealth Management Denver, Colorado $602M AUM 22.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Redhawk Wealth Advisors's UBND Position: Q4 2023 in Review

Redhawk Wealth Advisors sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q4 2023, closing a stake of 14,038 shares — an estimated $291K sold.

Redhawk Wealth Advisors first reported a position in UBND in Q3 2023 and held it in 1 quarter. The position peaked at $291K in Q3 2023. 13 funds tracked by Wall St. Rank hold UBND as of Q4 2023.

  • Redhawk Wealth Advisors reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 14,038 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q4 2023, an estimated $291K.
  • Redhawk Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2023 and held it in 1 quarter.
  • Redhawk Wealth Advisors's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $291K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q4 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.