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WealthPLAN Partners’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-12
Closed -$587 – 1128
2023
Q2 		$587 Buy
+12
New +$588 ﹤0.01% 1171

Other funds holding USTB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's USTB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) in Q3 2023, closing a stake of 12 shares — an estimated $587 sold.

WealthPLAN Partners first reported a position in USTB in Q2 2023 and held it in 1 quarter. The position peaked at $587 in Q2 2023. 79 funds tracked by Wall St. Rank hold USTB as of Q3 2023.

  • WealthPLAN Partners reported no remaining Victory Portfolios II VictoryShares Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q3 2023, an estimated $587.
  • WealthPLAN Partners first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $587 in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.