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 ↓ |
|---|---|---|---|
| Fermata Advisors, LLC | 16,660 | $998,000 | 0.37% |
| Hilltop Holdings Inc. | 11,361 | $681,000 | 0.08% |
| Patriot Financial Group Insurance Agency, LLC | 4,022 | $241,000 | 0.04% |
| CWM, LLC | 73,616 | $4,412,000 | 0.03% |
| Brinker Capital Investments, LLC | 30,453 | $1,825,000 | 0.03% |
| NewEdge Advisors, LLC | 20,198 | $1,211,000 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 127,349 | $7,633,000 | 0.01% |
| Belpointe Asset Management LLC | 2,631 | $158,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 73,725 | $4,418,000 | 0.01% |
| Orion Portfolio Solutions, LLC | 3,852 | $231,000 | 0.01% |