Purchases and Sales Made in Q3 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1MNew |
$46.5M - $47.9M
|
1M
$47.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
92.6K+ 16.44% |
$4.29M - $4.42M
|
656K
$31.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
67.6KNew |
$3.13M - $3.23M
|
67.6K
$3.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
50.7KNew |
$2.35M - $2.42M
|
50.7K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
46.7K+ 31.2% |
$2.16M - $2.23M
|
196K
$9.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
38.4K+ 67.46% |
$1.78M - $1.83M
|
95.4K
$4.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.4K+ 4.09% |
$1.13M - $1.16M
|
621K
$29.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17.8K+ 4.02% |
$828K - $852K
|
461K
$22M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 2.97% |
$702K - $723K
|
525K
$25.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14.1K+ 62.36% |
$652K - $671K
|
36.6K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10K+ 40.14% |
$464K - $478K
|
34.9K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
9.54K+ 6.3% |
$443K - $456K
|
161K
$7.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.46K+ 8.53% |
$393K - $404K
|
108K
$5.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.46K+ 1.79% |
$300K - $309K
|
367K
$17.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.38K+ 3.62% |
$296K - $304K
|
182K
$8.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.05K+ 18.69% |
$234K - $241K
|
32.1K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.04K+ 6.65% |
$187K - $193K
|
64.7K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
3.46K+ 2.46% |
$160K - $165K
|
144K
$6.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.67K+ 2.36% |
$124K - $128K
|
116K
$5.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 5.79% |
$69.2K - $71.2K
|
27.2K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 9.65% |
$65.8K - $67.7K
|
16.1K
$769K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.36K+ 3.69% |
$62.9K - $64.7K
|
38.1K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
699New |
$32.4K - $33.4K
|
699
$33.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
650+ 13.09% |
$30.1K - $31K
|
5.61K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
123+ 0.18% |
$5.7K - $5.87K
|
70.1K
$3.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$139 - $143
|
7.93K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-84- 1.05% |
$3.9K - $4.01K
|
7.94K
$379K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-139- 0.05% |
$6.45K - $6.64K
|
264K
$12.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-240- 2.01% |
$11.1K - $11.5K
|
11.7K
$557K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-335- 3.32% |
$15.5K - $16K
|
9.75K
$465K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 42.08% |
$70K - $72K
|
2.08K
$99.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.84K- 7.42% |
$131K - $135K
|
35.4K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.38K- 16.45% |
$203K - $209K
|
22.2K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 23.0% |
$575K - $591K
|
41.5K
$1.98M
|