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Tulsa Wealth Advisors’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Tulsa Wealth Advisors’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
Q2 		$3.83M Buy
75,586
+947
+1% +$47.9K 0.54% 37
2026
Q1 		$3.78M Buy
+74,639
New +$3.8M 0.66% 32

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Tulsa Wealth Advisors's USTB Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 1.3% in Q2 2026, buying an estimated $47.9K and bringing the position to 75,586 shares worth $3.83M. The position accounts for 0.54% of the portfolio, ranked #37.

Tulsa Wealth Advisors first reported a position in USTB in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Tulsa Wealth Advisors held 75,586 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $3.83M as of Q2 2026.
  • Tulsa Wealth Advisors bought 947 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $47.9K.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.54% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Tulsa Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.