U.S. Capital Wealth Advisors’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

U.S. Capital Wealth Advisors’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
2026 Q1	$10.2M	Buy	467,972 +203,299	+77%	+$4.47M	0.26%	90
2025 Q4	$5.82M	Buy	264,673 +187,801	+244%	+$4.14M	0.15%	168
2025 Q3	$1.7M	Buy	+76,872	New	+$1.68M	0.05%	367

Other funds holding UBND

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

AAS

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

RPGK

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

1WM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

MWP

Madison Wealth Partners Madison, Wisconsin $627M AUM 17.95% 1-Year Est. Return

U.S. Capital Wealth Advisors's UBND Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 77% in Q1 2026, buying an estimated $4.47M and bringing the position to 467,972 shares worth $10.2M. The position accounts for 0.26% of the portfolio, ranked #90.

U.S. Capital Wealth Advisors first reported a position in UBND in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold UBND as of Q1 2026.

U.S. Capital Wealth Advisors held 467,972 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $10.2M as of Q1 2026.
U.S. Capital Wealth Advisors bought 203,299 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q1 2026, an estimated $4.47M.
Victory Portfolios II VictoryShares Core Plus Bond ETF made up 0.26% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #90 holding.
U.S. Capital Wealth Advisors first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
43 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.