Souders Financial Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Souders Financial 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	$9.01M	Buy	192,458 +15,410	+9%	+$722K	0.91%	36
2026 Q1	$8.32M	Buy	177,048 +7,166	+4%	+$340K	0.95%	33
2025 Q4	$8.04M	Buy	+169,882	New	+$8.08M	0.92%	31

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

Souders Financial Advisors's UITB Position: Q2 2026 in Review

Souders Financial Advisors increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 8.7% in Q2 2026, buying an estimated $722K and bringing the position to 192,458 shares worth $9.01M. The position accounts for 0.91% of the portfolio, ranked #36.

Souders Financial Advisors first reported a position in UITB in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Souders Financial Advisors held 192,458 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $9.01M as of Q2 2026.
Souders Financial Advisors bought 15,410 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $722K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.91% of Souders Financial Advisors's portfolio in Q2 2026, its #36 holding.
Souders Financial Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.