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Sargent Investment Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sargent Investment 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
2026
Q1 		$19.1M Buy
405,265
+3,083
+0.8% +$146K 2.51% 6
2025
Q4 		$19M Buy
402,182
+25,207
+7% +$1.2M 2.39% 6
2025
Q3 		$17.9M Buy
376,975
+33,822
+10% +$1.59M 2.55% 7
2025
Q2 		$16.2M Buy
343,153
+6,713
+2% +$312K 2.18% 9
2025
Q1 		$15.8M Buy
336,440
+64,554
+24% +$2.99M 2.52% 7
2024
Q4 		$12.3M Buy
271,886
+135,165
+99% +$6.31M 2.02% 14
2024
Q3 		$6.55M Sell
136,721
-26,536
-16% -$1.26M 1.18% 21
2024
Q2 		$7.51M Buy
163,257
+5,951
+4% +$273K 1.53% 20
2024
Q1 		$7.3M Buy
+157,306
New +$7.29M 1.6% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.9B AUM 25.59% 1-Year Est. Return