Steward Partners Investment Advisory’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Steward Partners Investment Advisory’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	$10.1M	Buy	214,913 +214,713	+107,357%	+$10.2M	0.05%	323
2025 Q4	$9.47K	Hold	200	–	–	﹤0.01%	3467
2025 Q3	$9.5K	Hold	200	–	–	﹤0.01%	3423
2025 Q2	$9.41K	Hold	200	–	–	﹤0.01%	3243
2025 Q1	$9.39K	Hold	200	–	–	﹤0.01%	3128
2024 Q4	$9.19K	Hold	200	–	–	﹤0.01%	3131
2024 Q3	$9.59K	Sell	200 -2,292	-92%	-$108K	﹤0.01%	2962
2024 Q2	$115K	Buy	2,492 +2,292	+1,146%	+$105K	﹤0.01%	1712
2024 Q1	$9.28K	Buy	+200	New	+$9.26K	﹤0.01%	2839
2023 Q2	–	Sell	-160	Closed	-$7.47K	–	3392
2023 Q1	$7.47K	Buy	+160	New	+$7.41K	﹤0.01%	2650

Other funds holding UITB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return

Steward Partners Investment Advisory's UITB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 107,357% in Q1 2026, buying an estimated $10.2M and bringing the position to 214,913 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #323.

Steward Partners Investment Advisory first reported a position in UITB in Q1 2023 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold UITB as of Q1 2026.

Steward Partners Investment Advisory held 214,913 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $10.1M as of Q1 2026.
Steward Partners Investment Advisory bought 214,713 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q1 2026, an estimated $10.2M.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #323 holding.
Steward Partners Investment Advisory first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2023 and has held it in 10 quarters since.
136 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.