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Summit Financial’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Summit Financial’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.69M Buy
191,605
+57,628
+43% +$2.93M 0.12% 164
2025
Q4 		$6.81M Buy
133,977
+48,994
+58% +$2.49M 0.1% 197
2025
Q3 		$4.33M Buy
+84,983
New +$4.32M 0.07% 291

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Summit Financial's USTB Position: Q1 2026 in Review

Summit Financial increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 43% in Q1 2026, buying an estimated $2.93M and bringing the position to 191,605 shares worth $9.69M. The position accounts for 0.12% of the portfolio, ranked #164.

Summit Financial first reported a position in USTB in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

  • Summit Financial held 191,605 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $9.69M as of Q1 2026.
  • Summit Financial bought 57,628 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $2.93M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.12% of Summit Financial's portfolio in Q1 2026, its #164 holding.
  • Summit Financial first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.