Simplicity Wealth’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Simplicity Wealth’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 Q2	$7.26M	Buy	+155,031	New	+$7.26M	0.25%	95

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Simplicity Wealth's UITB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2026: 155,031 shares worth $7.26M. The stake represents 0.25% of the portfolio and ranks #95 among its holdings.

142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Simplicity Wealth held 155,031 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $7.26M as of Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF was a new Simplicity Wealth position in Q2 2026.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.25% of Simplicity Wealth's portfolio in Q2 2026, its #95 holding.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.