Purchases and Sales Made in Q4 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 2025. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
48.5K+ 23.17% |
$2.3M - $2.32M
|
258K
$12.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
34.1K+ 17.38% |
$1.62M - $1.63M
|
230K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.22% |
$801K - $810K
|
542K
$25.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
15.8K+ 10.96% |
$748K - $757K
|
160K
$7.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
15K+ 4.08% |
$709K - $717K
|
382K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.37K+ 22.89% |
$397K - $401K
|
45K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.39K+ 5.71% |
$350K - $354K
|
137K
$6.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.96K+ 21.87% |
$282K - $285K
|
33.2K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.98K+ 12.42% |
$189K - $191K
|
36K
$1.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 8.22% |
$148K - $150K
|
41.2K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 566.67% |
$142K - $143K
|
3.52K
$167K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 15.18% |
$66.4K - $67.2K
|
10.6K
$504K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
996+ 10.22% |
$47.2K - $47.7K
|
10.7K
$509K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
411+ 5.08% |
$19.5K - $19.7K
|
8.51K
$403K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
307+ 3.87% |
$14.5K - $14.7K
|
8.23K
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 1.44% |
$7.96K - $8.05K
|
11.8K
$561K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61+ 1.23% |
$2.89K - $2.92K
|
5.01K
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-41.2K- 60.9% |
$1.95M - $1.97M
|
26.4K
$1.25M
|
|