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Wedmont Private Capital’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Wedmont Private Capital’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
2024
Q3 		– Sell
-6,446
Closed -$300K – 690
2024
Q2 		$300K Buy
+6,446
New +$295K 0.02% 493

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wedmont Private Capital's UITB Position: Q3 2024 in Review

Wedmont Private Capital sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q3 2024, closing a stake of 6,446 shares — an estimated $300K sold.

Wedmont Private Capital first reported a position in UITB in Q2 2024 and held it in 1 quarter. The position peaked at $300K in Q2 2024. 115 funds tracked by Wall St. Rank hold UITB as of Q3 2024.

  • Wedmont Private Capital reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 6,446 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q3 2024, an estimated $300K.
  • Wedmont Private Capital first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wedmont Private Capital's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $300K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q3 2024.

Based on Wedmont Private Capital's 13F filing for Q3 2024, filed 8 Oct 2024.