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
Q3 		$526K Sell
11,782
-2,350
-17% -$108K ﹤0.01% 2761
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

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's UITB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 17% in Q3 2026, selling an estimated $108K and leaving 11,782 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Wealth Enhancement Advisory Services first reported a position in UITB in Q3 2023 and has held it in 13 quarters since. The position peaked at $807K in Q3 2024. 16 funds tracked by Wall St. Rank hold UITB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,782 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $526K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,350 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2026, an estimated $108K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2761 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 13 quarters since.
  • Wealth Enhancement Advisory Services's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $807K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.