VICTORY PORTFOLIOS II's ticker is UITB and the CUSIP is 92647N527. A total of 77 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,100 | -0.8% | 350 | 0.0% | 0.00% | – |
| Q1 2024 | $16,233 | -1.1% | 350 | 0.0% | 0.00% | -100.0% |
| Q4 2023 | $16,415 | +5.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,589 | -3.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,117 | -1.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,331 | +2.6% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,921 | – | 350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alliance Wealth Advisors, LLC | 455,115 | $20,939,834 | 13.18% |
| RIVERSEDGE ADVISORS, LLC | 543,277 | $24,996,175 | 6.10% |
| Smith Thornton Advisors LLC | 131,352 | $6,043,487 | 4.45% |
| Atlantic Edge Private Wealth Management, LLC | 233,469 | $10,741,911 | 3.59% |
| Horan Capital Advisors, LLC. | 201,552 | $9,273,405 | 3.26% |
| Newman Dignan & Sheerar, Inc. | 262,267 | $12,066,891 | 3.11% |
| Allen Capital Group, LLC | 482,237 | $22,187,703 | 3.04% |
| Bogart Wealth, LLC | 1,266,288 | $58,261,934 | 2.97% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,305,226 | $106,063,448 | 2.69% |
| MBL Wealth, LLC | 447,923 | $20,608,938 | 2.30% |