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Vise Technologies’s Victory Portfolios II VictoryShares Core Plus Bond ETF UBND Stock Holding History

Vise Technologies’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
Q2 		$295K Buy
13,586
+582
+4% +$12.6K ﹤0.01% 1461
2026
Q1 		$286K Hold
13,004
– – 0.01% 1163
2025
Q4 		$286K Buy
+13,004
New +$287K 0.01% 1171

Other funds holding UBND

Victory Capital Management
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Vise Technologies's UBND Position: Q2 2026 in Review

Vise Technologies increased its Victory Portfolios II VictoryShares Core Plus Bond ETF (UBND) stake by 4.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 13,586 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Vise Technologies first reported a position in UBND in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold UBND as of Q2 2026.

  • Vise Technologies held 13,586 shares of Victory Portfolios II VictoryShares Core Plus Bond ETF worth $295K as of Q2 2026.
  • Vise Technologies bought 582 Victory Portfolios II VictoryShares Core Plus Bond ETF shares in Q2 2026, an estimated $12.6K.
  • Victory Portfolios II VictoryShares Core Plus Bond ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1461 holding.
  • Vise Technologies first reported a position in Victory Portfolios II VictoryShares Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Plus Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.