Wealth Enhancement Advisory Services
UITB icon

Wealth Enhancement Advisory Services’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Wealth Enhancement Advisory Services’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 		$656K Buy
14,132
+5,039
+55% +$236K ﹤0.01% 2433
2026
Q1 		$428K Sell
9,093
-1,542
-14% -$73.1K ﹤0.01% 2457
2025
Q4 		$504K Buy
10,635
+1,402
+15% +$66.7K ﹤0.01% 2473
2025
Q3 		$439K Sell
9,233
-2,723
-23% -$128K ﹤0.01% 2464
2025
Q2 		$560K Buy
11,956
+1,308
+12% +$60.8K ﹤0.01% 2145
2025
Q1 		$500K Sell
10,648
-3,432
-24% -$159K ﹤0.01% 2072
2024
Q4 		$647K Sell
14,080
-2,747
-16% -$128K ﹤0.01% 1805
2024
Q3 		$807K Buy
16,827
+2,612
+18% +$124K ﹤0.01% 1519
2024
Q2 		$654K Buy
14,215
+5,244
+58% +$240K ﹤0.01% 1480
2024
Q1 		$416K Sell
8,971
-584
-6% -$27.1K ﹤0.01% 1701
2023
Q4 		$448K Buy
9,555
+1,438
+18% +$64.7K ﹤0.01% 1574
2023
Q3 		$362K Buy
+8,117
New +$369K ﹤0.01% 1623

Other funds holding UITB

MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM