VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 138 filers reported holding VICTORY PORTFOLIOS II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,879,616 | +91991.4% | 624,411 | -5.0% | 7.58% | +24.5% |
| Q2 2023 | $37,875 | -6.7% | 657,558 | -1.8% | 6.09% | -8.6% |
| Q1 2023 | $40,610 | +1.0% | 669,910 | +3.4% | 6.66% | -11.7% |
| Q4 2022 | $40,200 | -99.9% | 647,656 | +3.7% | 7.54% | -0.5% |
| Q3 2022 | $34,879,616 | -8.4% | 624,411 | +9.6% | 7.58% | -11.1% |
| Q2 2022 | $38,071,000 | -2.3% | 569,846 | +5.6% | 8.53% | +7.8% |
| Q1 2022 | $38,964,000 | – | 539,825 | – | 7.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 363,991 | $19,590,000 | 14.73% |
| Provident Wealth Management, LLC | 62,091 | $3,342,000 | 3.88% |
| COREPATH WEALTH PARTNERS LLC | 48,439 | $2,601,000 | 2.71% |
| Keystone Financial Group | 102,330 | $5,507,000 | 1.14% |
| MONECO Advisors, LLC | 33,855 | $1,893,000 | 1.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 126,582 | $6,813,000 | 0.70% |
| LEVEL FOUR FINANCIAL, LLC | 21,064 | $1,134,000 | 0.49% |
| Pensionmark Financial Group, LLC | 32,024 | $1,815,000 | 0.46% |
| Integrated Wealth Concepts LLC | 160,922 | $8,661,000 | 0.41% |
| FLAGSHIP HARBOR ADVISORS, LLC | 52,354 | $2,818,000 | 0.35% |