Madison Wealth Partners, Inc UBND — VICTORY PORTFOLIOS II

Ownership history in Madison Wealth Partners, Inc  ·  8 quarters on record

AI Ownership Summary

Madison Wealth Partners, Inc reported VICTORY PORTFOLIOS II (UBND) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 5.57% in 2026 Q1. The latest visible filing shows UBND at 5.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Madison Wealth Partners, Inc's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UBND was reported at 5.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.57% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UBND stock page Madison Wealth Partners, Inc fund profile Madison Wealth Partners, Inc full holdings
How Madison Wealth Partners, Inc held UBND — position size vs. price
% of Fund (quarterly)    UBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,603,758 +1,229,384 +328.4% 5.57% $34.9M 2026-04-30 $21.65
2025 Q4 ADDED — — — 374,374 +148,301 +65.6% 1.50% $8.2M 2026-02-10 $21.79
2025 Q3 ADDED — — — 226,073 +65,867 +41.1% 0.99% $5.0M 2025-11-12 $21.52
2025 Q2 REDUCED — — — 160,206 -4,753 -2.9% 0.76% $3.5M 2025-07-29 $20.90
2025 Q1 ADDED — — — 164,959 +17,183 +11.6% 0.89% $3.6M 2025-04-22 $20.37
2024 Q4 ADDED — — — 147,776 +26,020 +21.4% 0.88% $3.2M 2025-02-10 $20.26
2024 Q3 ADDED — — — 121,756 +41,324 +51.4% 0.80% $2.7M 2024-10-24 $20.22
2024 Q2 INITIATED — — — 80,432 — — 0.59% $1.7M 2024-08-09 $20.19

🏢 Other funds also holding UBND

As of 2026 Q1 — sorted by position size

CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 12.09% Annex Advisory Services, LLC 3Y 7Y 7.22% 1900 WEALTH MANAGEMENT LLC 3Y 6.12% Retirement Planning Group, LLC 3Y 7Y 4.97% CORRECT CAPITAL WEALTH MANAGEMENT 4.74% Goldstein Advisors, LLC 3Y 4.1% Impact Investors, Inc 3.9% Huntleigh Advisors, Inc. 1.32% Elk River Wealth Management LLC 3Y 1.31% Merit Financial Group, LLC 3Y 7Y 1.03%

FAQ About Madison Wealth Partners, Inc and UBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Madison Wealth Partners, Inc reported owning UBND?

Madison Wealth Partners, Inc reported UBND across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported UBND position in Madison Wealth Partners, Inc's portfolio?

The largest reported portfolio weight for UBND was 5.57% in 2026 Q1.

What is the latest reported UBND position on this page?

The most recent filing on this page is 2026 Q1, when Madison Wealth Partners, Inc reported 1,603,758 shares, equal to 5.57% of portfolio, with an estimated market value of $34.9M.

What does the chart on this UBND ownership page compare?

The chart compares Madison Wealth Partners, Inc's quarterly UBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Madison Wealth Partners, Inc time their UBND position?

Based on 13F filing dates vs. subsequent UBND price moves, Madison Wealth Partners, Inc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on UBND relative to SPY over the holding period was -13.5%.

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