Tower Research Capital (TRC)’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Tower Research Capital (TRC)’s Portfolio UBND Stock Details UBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19	Closed	-$406	–	5802
2024 Q4	$406	Buy	+19	New	+$413	﹤0.01%	5280
2024 Q3	–	Sell	-1	Closed	-$21	–	5993
2024 Q2	$21	Buy	+1	New	+$21	﹤0.01%	5576
2023 Q3	–	Sell	-6	Closed	-$129	–	6246
2023 Q2	$129	Hold	6	–	–	﹤0.01%	5789
2023 Q1	$0	Hold	6	–	–	﹤0.01%	6287
2022 Q4	$0	Hold	6	–	–	﹤0.01%	6392
2022 Q3	$0	Hold	6	–	–	﹤0.01%	6506
2022 Q2	$0	Buy	+6	New	+$134	﹤0.01%	6530

Other funds holding UBND

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CCWM

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

ERWM

Elk River Wealth Management Denver, Colorado $602M AUM 22.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Tower Research Capital (TRC)'s UBND Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2025, closing a stake of 19 shares — an estimated $406 sold.

Tower Research Capital (TRC) first reported a position in UBND in Q2 2022 and held it in 7 quarters. The position peaked at $406 in Q4 2024. 23 funds tracked by Wall St. Rank hold UBND as of Q1 2025.

Tower Research Capital (TRC) reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 19 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2025, an estimated $406.
Tower Research Capital (TRC) first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q2 2022 and held it in 7 quarters.
Tower Research Capital (TRC)'s Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $406 in Q4 2024.
23 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.