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 | $344,656 | +5.0% | 6,170 | +8.3% | 0.04% | +9.8% |
Q2 2023 | $328,147 | -22.0% | 5,697 | -17.9% | 0.04% | -28.1% |
Q1 2023 | $420,642 | +97496.8% | 6,939 | 0.0% | 0.06% | -10.9% |
Q4 2022 | $431 | -99.9% | 6,939 | 0.0% | 0.06% | -4.5% |
Q3 2022 | $412,000 | -10.2% | 6,939 | 0.0% | 0.07% | -5.6% |
Q2 2022 | $459,000 | – | 6,939 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garrett Wealth Advisory Group, LLC | 247,214 | $10,457,000 | 9.53% |
GREAT VALLEY ADVISOR GROUP, INC. | 250,089 | $10,929,000 | 4.08% |
Integrated Wealth Concepts LLC | 263,311 | $11,143,000 | 3.03% |
Keystone Financial Group | 127,234 | $5,385,000 | 2.43% |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 42,332 | $1,792,000 | 1.36% |
StoneX Group Inc. | 28,992 | $1,227,000 | 1.18% |
Wealth & Pension Services Group, Inc. | 12,101 | $512,000 | 0.46% |
Caprock Group, LLC | 46,889 | $1,984,000 | 0.46% |
Sound View Wealth Advisors, LLC | 28,529 | $1,207,000 | 0.44% |
Concorde Asset Management, LLC | 11,804 | $499,000 | 0.42% |