USTB — VICTORY SHARES S-T BOND ETF

Ownership history in MOTCO  ·  6 quarters on record

This page tracks every 13F SEC filing in which MOTCO reported a position in VICTORY SHARES S-T BOND ETF (USTB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.82% (2025 Q1)
Avg. % of fund
1.54%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 352,272 +8,103 +2.4% 1.62% $17.9M $50.44
2025 Q3 ADDED 344,169 +5,629 +1.7% 1.60% $17.5M $49.84
2025 Q2 REDUCED 338,540 -782 -0.2% 1.64% $17.2M $49.11
2025 Q1 ADDED 339,322 +57,364 +20.3% 1.82% $17.2M $48.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USTB price (monthly, adj. close)

Other funds also holding USTB

As of 2025 Q4 — sorted by position size

NORTHEAST PLANNING ASSOCIATES, INC. / NH / 9.07% Pinnacle Wealth Management Group, Inc. 3Y 4.03% Marquette Asset Management, LLC 3Y 7Y 3.88% Amplius Wealth Advisors, LLC 3Y 3.28% Smith Thornton Advisors LLC 3.22% ADAPT WEALTH ADVISORS, LLC 3.17% ERn Financial, LLC 3Y 7Y 3.01% AVAII WEALTH MANAGEMENT, LLC 3Y 2.74% Darrow Company, Inc. 3Y 2.3% Cornerstone Planning Group LLC 3Y 1.95%
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