Smith Thornton Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Smith Thornton Advisors’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	$7.06M	Buy	152,724 +8,780	+6%	+$411K	3.11%	4
2026 Q1	$6.77M	Buy	143,944 +7,054	+5%	+$334K	3.41%	3
2025 Q4	$6.48M	Buy	136,890 +7,391	+6%	+$352K	3.3%	3
2025 Q3	$6.15M	Buy	129,499 +6,746	+5%	+$318K	3.23%	3
2025 Q2	$5.78M	Buy	122,753 +1,439	+1%	+$66.9K	3.32%	3
2025 Q1	$5.69M	Sell	121,314 -14,375	-11%	-$667K	3.54%	4
2024 Q4	$6.24M	Buy	135,689 +598	+0.4%	+$27.9K	3.94%	1
2024 Q3	$6.47M	Buy	135,091 +3,739	+3%	+$177K	4.25%	1
2024 Q2	$6.04M	Buy	+131,352	New	+$6.02M	4.45%	1

Other funds holding UITB

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return