Valmark Advisers’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Valmark Advisers’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.6M	Buy	55,480 +12,802	+30%	+$600K	0.03%	228
2026 Q1	$2.01M	Buy	42,678 +6,525	+18%	+$309K	0.02%	245
2025 Q4	$1.71M	Buy	36,153 +1,204	+3%	+$57.3K	0.02%	271
2025 Q3	$1.66M	Buy	34,949 +10,010	+40%	+$471K	0.02%	261
2025 Q2	$1.17M	Sell	24,939 -7,604	-23%	-$354K	0.02%	310
2025 Q1	$1.53M	Buy	32,543 +239	+0.7%	+$11.1K	0.02%	246
2024 Q4	$1.48M	Buy	32,304 +1,263	+4%	+$59K	0.02%	253
2024 Q3	$1.49M	Sell	31,041 -13,236	-30%	-$626K	0.02%	240
2024 Q2	$2.04M	Buy	+44,277	New	+$2.03M	0.03%	180

Other funds holding UITB

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Valmark Advisers's UITB Position: Q2 2026 in Review

Valmark Advisers increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 30% in Q2 2026, buying an estimated $600K and bringing the position to 55,480 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #228.

Valmark Advisers first reported a position in UITB in Q2 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Valmark Advisers held 55,480 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $2.6M as of Q2 2026.
Valmark Advisers bought 12,802 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $600K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #228 holding.
Valmark Advisers first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and has held it in 9 quarters since.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.