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 Q3	$10.4M	Sell	207,805 -9,197	-4%	-$463K	0.02%	717
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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 4.2% in Q3 2026, selling an estimated $463K and leaving 207,805 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #717.

Wealth Enhancement Advisory Services first reported a position in USTB in Q3 2023 and has held it in 13 quarters since. The position peaked at $25.7M in Q3 2025. 133 funds tracked by Wall St. Rank hold USTB as of Q3 2026.

Wealth Enhancement Advisory Services held 207,805 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $10.4M as of Q3 2026.
Wealth Enhancement Advisory Services sold 9,197 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2026, an estimated $463K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #717 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 13 quarters since.
Wealth Enhancement Advisory Services's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $25.7M in Q3 2025.
133 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2026.

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