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Tradition Wealth Management’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-281
Closed -$6K – 1133
2023
Q4 		$6K Buy
+281
New +$5.87K ﹤0.01% 1121

Other funds holding UBND

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
ERWM
Elk River Wealth Management Denver, Colorado $602M AUM 22.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Tradition Wealth Management's UBND Position: Q1 2024 in Review

Tradition Wealth Management sold out of Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) in Q1 2024, closing a stake of 281 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in UBND in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 13 funds tracked by Wall St. Rank hold UBND as of Q1 2024.

  • Tradition Wealth Management reported no remaining Victory Portfolios II VictoryShares Core Plus Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 281 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Victory Portfolios II VictoryShares Core Plus Bond ETF position peaked at $6K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.