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Sovereign Financial Group’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Sovereign Financial 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
Q2 		$560K Sell
11,957
-92
-0.8% -$4.31K 0.09% 209
2026
Q1 		$567K Buy
12,049
+202
+2% +$9.57K 0.1% 188
2025
Q4 		$561K Buy
11,847
+168
+1% +$7.99K 0.1% 181
2025
Q3 		$555K Sell
11,679
-240
-2% -$11.3K 0.1% 172
2025
Q2 		$561K Buy
11,919
+68
+0.6% +$3.16K 0.12% 161
2025
Q1 		$556K Buy
11,851
+63
+0.5% +$2.92K 0.13% 143
2024
Q4 		$542K Buy
11,788
+71
+0.6% +$3.32K 0.12% 149
2024
Q3 		$562K Buy
11,717
+11
+0.1% +$520 0.13% 147
2024
Q2 		$539K Sell
11,706
-62
-0.5% -$2.84K 0.13% 139
2024
Q1 		$546K Sell
11,768
-313
-3% -$14.5K 0.14% 139
2023
Q4 		$567K Sell
12,081
-755
-6% -$34K 0.17% 115
2023
Q3 		$572K Sell
12,836
-764
-6% -$34.7K 0.2% 102
2023
Q2 		$626K Sell
13,600
-1,690
-11% -$78.5K 0.2% 118
2023
Q1 		$714K Buy
15,290
+48
+0.3% +$2.22K 0.26% 91
2022
Q4 		$693K Buy
15,242
+282
+2% +$12.8K 0.27% 94
2022
Q3 		$672K Sell
14,960
-2,120
-12% -$99.7K 0.27% 87
2022
Q2 		$808K Sell
17,080
-100
-0.6% -$4.79K 0.32% 80
2022
Q1 		$855K Sell
17,180
-2,720
-14% -$139K 0.32% 80
2021
Q4 		$1.05M Sell
19,900
-115
-0.6% -$6.12K 0.42% 62
2021
Q3 		$1.07M Sell
20,015
-120
-0.6% -$6.48K 0.62% 39
2021
Q2 		$1.06M Hold
20,135
– – 0.64% 40
2021
Q1 		$1.06M Buy
20,135
+600
+3% +$32.2K 0.67% 38
2020
Q4 		$1.06M Buy
+19,535
New +$1.06M 0.77% 34

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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

Sovereign Financial Group's UITB Position: Q2 2026 in Review

Sovereign Financial Group reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.76% in Q2 2026, selling an estimated $4.31K and leaving 11,957 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #209.

Sovereign Financial Group first reported a position in UITB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2021. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Sovereign Financial Group held 11,957 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $560K as of Q2 2026.
  • Sovereign Financial Group sold 92 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $4.31K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #209 holding.
  • Sovereign Financial Group first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $1.07M in Q3 2021.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.