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Resource Planning Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Resource Planning Group’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
2023
Q4 		$286K Hold
6,101
– – 0.18% 60
2023
Q3 		$272K Hold
6,101
– – 0.23% 48
2023
Q2 		$281K Buy
+6,101
New +$283K 0.23% 50

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Resource Planning Group's UITB Position: Q4 2023 in Review

Resource Planning Group held its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) position steady in Q4 2023 at 6,101 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #60.

Resource Planning Group first reported a position in UITB in Q2 2023 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold UITB as of Q4 2023.

  • Resource Planning Group held 6,101 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $286K as of Q4 2023.
  • Resource Planning Group left its Victory Portfolios II VictoryShares Core Intermediate Bond ETF share count unchanged in Q4 2023.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.18% of Resource Planning Group's portfolio in Q4 2023, its #60 holding.
  • Resource Planning Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.