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

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

Wealth Enhancement Advisory Services's UITB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 55% in Q2 2026, buying an estimated $236K and bringing the position to 14,132 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Wealth Enhancement Advisory Services first reported a position in UITB in Q3 2023 and has held it in 12 quarters since. The position peaked at $807K in Q3 2024. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Wealth Enhancement Advisory Services held 14,132 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $656K as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,039 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $236K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2433 holding.
Wealth Enhancement Advisory Services first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $807K in Q3 2024.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.