WealthTrak Capital Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

WealthTrak Capital Management’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
2025 Q3	–	Sell	-2,661	Closed	-$125K	–	838
2025 Q2	$125K	Hold	2,661	–	–	0.1%	82
2025 Q1	$125K	Hold	2,661	–	–	0.11%	78
2024 Q4	$122K	Buy	+2,661	New	+$124K	0.1%	80

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthTrak Capital Management's UITB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2025, closing a stake of 2,661 shares — an estimated $125K sold.

WealthTrak Capital Management first reported a position in UITB in Q4 2024 and held it in 3 quarters. The position peaked at $125K in Q2 2025. 131 funds tracked by Wall St. Rank hold UITB as of Q3 2025.

WealthTrak Capital Management reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 2,661 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2025, an estimated $125K.
WealthTrak Capital Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $125K in Q2 2025.
131 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.