VICTORY PORTFOLIOS II's ticker is CSF and the CUSIP is 92647N774.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,176 | -41.9% | 4,731 | -37.4% | 0.00% | -50.0% |
| Q2 2023 | $393,068 | -35.9% | 7,559 | -36.1% | 0.01% | -40.0% |
| Q1 2023 | $613,466 | -42.5% | 11,827 | -39.4% | 0.01% | -47.4% |
| Q4 2022 | $1,067,416 | +33.4% | 19,514 | +32.6% | 0.02% | +18.8% |
| Q3 2022 | $800,000 | – | 14,713 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAP Consulting, LLC | 113,820 | $4,499,000 | 3.40% |
| StoneX Group Inc. | 29,352 | $1,160,000 | 0.88% |
| Keystone Financial Group | 24,546 | $970,000 | 0.34% |
| Cornerstone Wealth Management, LLC | 12,534 | $2,687,000 | 0.33% |
| Integrated Wealth Concepts LLC | 33,979 | $1,343,000 | 0.23% |
| First Heartland Consultants, Inc. | 9,558 | $378,000 | 0.11% |
| NewEdge Advisors, LLC | 37,488 | $1,482,000 | 0.10% |
| CALTON & ASSOCIATES, INC. | 6,959 | $275,000 | 0.08% |
| Caprock Group, LLC | 8,565 | $339,000 | 0.07% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1,249 | $49,000 | 0.04% |