VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,000 | +1173.1% | 5,061 | +1174.8% | 0.00% | – |
| Q2 2023 | $26,000 | -66.2% | 397 | -67.0% | 0.00% | – |
| Q1 2023 | $77,000 | -75.3% | 1,202 | -75.8% | 0.00% | – |
| Q4 2022 | $312,000 | +47.2% | 4,960 | +35.2% | 0.00% | – |
| Q3 2022 | $212,000 | -44.1% | 3,669 | -41.5% | 0.00% | – |
| Q2 2022 | $379,000 | +3690.0% | 6,277 | +2224.8% | 0.00% | – |
| Q1 2020 | $10,000 | -33.3% | 270 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | – | 270 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARGI Investment Services, LLC | 1,831,345 | $105,734,000 | 3.69% |
| Trilogy Capital Inc. | 347,435 | $20,059,000 | 1.80% |
| EWG Elevate Inc. | 25,312 | $1,461,000 | 0.82% |
| Horan Securities, Inc. | 2,998 | $173,000 | 0.11% |
| VICTORY CAPITAL MANAGEMENT INC | 1,324,997 | $76,499,000 | 0.09% |
| CAROLINAS WEALTH CONSULTING LLC | 471 | $27,000 | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 303,401 | $17,517,000 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 1,127 | $65,000 | 0.00% |
| Geneos Wealth Management Inc. | 140 | $8,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |