SDH
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Sloy Dahl & Holst’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sloy Dahl & Holst’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 		$5.49M Buy
116,813
+721
+0.6% +$34.2K 0.75% 16
2025
Q4 		$5.5M Buy
116,092
+8,379
+8% +$399K 0.66% 18
2025
Q3 		$5.12M Buy
107,713
+8,463
+9% +$399K 0.54% 20
2025
Q2 		$4.67M Buy
99,250
+7,111
+8% +$331K 0.65% 18
2025
Q1 		$4.32M Buy
92,139
+4,908
+6% +$228K 0.76% 18
2024
Q4 		$4.01M Buy
87,231
+13,131
+18% +$613K 0.51% 18
2024
Q3 		$3.55M Buy
74,100
+1,974
+3% +$93.4K 0.61% 18
2024
Q2 		$3.32M Sell
72,126
-311
-0.4% -$14.2K 0.7% 15
2024
Q1 		$3.36M Buy
72,437
+5,641
+8% +$261K 0.79% 15
2023
Q4 		$3.13M Sell
66,796
-914
-1% -$41.1K 0.64% 15
2023
Q3 		$3.02M Buy
+67,710
New +$3.08M 0.66% 13

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