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VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

$21.61
-0.10 (-0.46%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$140.83M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.45M
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UBND Institutional Buying and Selling by Quarter

VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Goldstein Advisors LLC1,768,493$39.34M6.0%+26.5%8.454%
10/17/2024LexAurum Advisors LLC19,333$430K0.1%-3.2%0.095%
10/11/2024 Elk River Wealth Management LLC303,269$6.75M1.2%+7.0%1.532%
10/10/2024 Retirement Planning Group LLC1,764,517$39.26M2.1%N/A8.912%
10/10/2024 Annex Advisory Services LLC1,266,544$28.18M0.9%+99.3%6.397%
10/8/2024 CWM LLC44,326$986K0.0%-2.0%0.224%
8/10/2024 Madison Wealth Partners Inc80,432$1.72M0.6%N/A0.482%
7/31/2024 Elk River Wealth Management LLC283,520$6.07M1.2%+9.8%1.701%
7/26/20241900 Wealth Management LLC2,525,445$54.03M5.1%+48.0%15.186%
7/24/2024 Goldstein Advisors LLC1,397,991$29.91M5.0%+1.0%8.406%
7/12/2024 Annex Advisory Services LLC635,462$13.60M0.5%N/A3.851%
7/10/2024 CWM LLC45,226$968K0.0%-59.4%0.274%
4/24/20241900 Wealth Management LLC1,706,675$36.80M3.4%+126.2%11.378%
4/10/2024LexAurum Advisors LLC17,457$376K0.1%+8.9%0.119%
2/12/2024Steward Partners Investment Advisory LLC26,954$585K0.0%N/A0.220%
2/6/2024Benjamin F. Edwards & Company Inc.1,232$27K0.0%N/A0.010%
2/1/20241900 Wealth Management LLC754,613$16.38M1.5%+5,641.6%6.150%
1/18/2024 Elk River Wealth Management LLC319,958$6.95M1.3%N/A2.633%
1/11/2024LexAurum Advisors LLC16,030$348K0.1%+4.1%0.134%
11/6/2023Victory Capital Management Inc.9,988,001$206.86M0.2%+0.5%91.633%
10/17/20231900 Wealth Management LLC13,143$272K0.0%N/A0.125%
10/16/2023LexAurum Advisors LLC15,395$319K0.1%+4.8%0.146%
10/13/2023 Redhawk Wealth Advisors Inc.14,038$291K0.1%N/A0.133%
4/11/2023LexAurum Advisors LLC12,826$279K0.1%N/A0.129%
11/2/2022Victory Capital Management Inc.9,942,875$208.45M0.2%+1.6%99.928%
8/1/2022Victory Capital Management Inc.9,790,150$215.19M0.2%+0.9%99.899%
5/4/2022Victory Capital Management Inc.9,698,600$218.95M0.2%+24.4%9,698.600%
2/7/2022Victory Capital Management Inc.7,796,100$194.28M0.2%N/A7,796.100%
(Data available from 1/1/2016 forward)

UBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBND shares?

During the previous two years, 12 institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($206.86M), 1900 Wealth Management LLC ($54.03M), Goldstein Advisors LLC ($39.34M), Retirement Planning Group LLC ($39.26M), Annex Advisory Services LLC ($28.18M), Elk River Wealth Management LLC ($6.75M), and Madison Wealth Partners Inc ($1.72M).Learn more on UBND's institutional investors.

Which institutional investors have been buying VictoryShares Core Plus Intermediate Bond ETF stock?

Of the 11 institutional investors that purchased VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1900 Wealth Management LLC ($2.53M), Retirement Planning Group LLC ($1.76M), Annex Advisory Services LLC ($1.27M), Goldstein Advisors LLC ($384.88K), Elk River Wealth Management LLC ($364.96K), Victory Capital Management Inc. ($197.85K), and Madison Wealth Partners Inc ($80.43K).

How much institutional buying is happening at VictoryShares Core Plus Intermediate Bond ETF?

Institutional investors have bought a total of 6,642,441 shares in the last 24 months. This purchase volume represents approximately $144.89M in transactions.

Which VictoryShares Core Plus Intermediate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months: CWM LLC ($66.98K), and LexAurum Advisors LLC ($638.00).

How much institutional selling is happening at VictoryShares Core Plus Intermediate Bond ETF?

Institutional investors have sold a total of 67,616 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions.



This page (NASDAQ:UBND) was last updated on 11/2/2024 by MarketBeat.com Staff
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