Wealth Enhancement Advisory Services
USTB icon

Wealth Enhancement Advisory Services’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio USTB Stock Details USTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
217,002
+65,893
+44% +$3.33M 0.02% 637
2026
Q1 		$7.65M Sell
151,109
-138,206
-48% -$7.03M 0.02% 696
2025
Q4 		$14.7M Sell
289,315
-214,042
-43% -$10.9M 0.02% 569
2025
Q3 		$25.7M Sell
503,357
-1,437
-0.3% -$73K 0.04% 389
2025
Q2 		$25.6M Buy
504,794
+216,521
+75% +$10.9M 0.04% 361
2025
Q1 		$14.6M Buy
288,273
+61,731
+27% +$3.11M 0.03% 489
2024
Q4 		$11.4M Buy
226,542
+221,139
+4,093% +$11.1M 0.02% 520
2024
Q3 		$275K Hold
5,403
– – ﹤0.01% 2238
2024
Q2 		$269K Hold
5,403
– – ﹤0.01% 2060
2024
Q1 		$269K Hold
5,403
– – ﹤0.01% 1990
2023
Q4 		$268K Hold
5,403
– – ﹤0.01% 1893
2023
Q3 		$264K Buy
+5,403
New +$265K ﹤0.01% 1819

Other funds holding USTB

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $212M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 44% in Q2 2026, buying an estimated $3.33M and bringing the position to 217,002 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #637.

Wealth Enhancement Advisory Services first reported a position in USTB in Q3 2023 and has held it in 12 quarters since. The position peaked at $25.7M in Q3 2025. 40 funds tracked by Wall St. Rank hold USTB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 217,002 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $10.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 65,893 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q2 2026, an estimated $3.33M.
  • Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #637 holding.
  • Wealth Enhancement Advisory Services first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $25.7M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q2 2026.

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