SEC 13F Intelligence

Wealth Advisory Team LLC / UITB

Wealth Advisory Team LLC’s Victory Portfolios II Position

Does Wealth Advisory Team LLC own Victory Portfolios II (UITB)? Yes126.4K shares worth $6M (+5.29% of its 13F portfolio) as of Q4 2025, down from 128.2K shares the prior filed quarter.

Position Value
$6M
Q4 2025
Shares
126.4K
% of Portfolio
+5.29%
Quarters Held
2
currently held

Position History UITB

Reported value by quarter
Q2 ’25: $6MQ2 ’25Q4 ’25: $6MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025126.4K$6M+5.29%
Q2 2025128.2K$6M+5.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Team LLC’s full portfolio or all institutional holders of UITB.