UITB

Victoryshares Core Intermedi

Latest period2024 - Q4Total superinvestors36

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 36 superinvestors own shares of Victoryshares Core Intermedi (UITB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Victoryshares Core Intermedi (UITB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Victoryshares Core Intermedi (UITB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Victoryshares Core Intermedi (UITB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
Increased 4.6%
7.24%
$31.988M
695,989 shares@ 45.96 avg price
Mark Allen@Allen Capital Group, Llc
Recent Activity
Increased 6.77%
3.01%
$25.087M
545,854 shares@ 45.97 avg price
Christopher Ross@Alliance Wealth Advisors, Llc
Recent Activity
Decreased -0.08%
12.72%
$22.732M
494,614 shares@ 45.97 avg price
Terry Schafer@Sargent Investment Group, Llc
Recent Activity
Increased 98.87%
2.02%
$12.346M
271,886 shares@ 45.41 avg price
Christian J. Cyr@Cyr Financial Inc.
Recent Activity
Increased 12.52%
6.88%
$7.536M
163,978 shares@ 45.97 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Increased 8.71%
4.62%
$7.412M
161,281 shares@ 45.97 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Increased 0.45%
3.95%
$6.236M
135,689 shares@ 45.97 avg price
Kenneth J Bowen II@Toth Financial Advisory Corp
Recent Activity
Increased 24.87%
0.73%
$6.155M
133,914 shares@ 45.96 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 7.45%
0.48%
$5.707M
124,182 shares@ 45.96 avg price
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
4.46%
$5.555M
120,876 shares@ 45.97 avg price

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