VICTORY PORTFOLIOS II's ticker is UITB and the CUSIP is 92647N527. A total of 89 filers reported holding VICTORY PORTFOLIOS II in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,582,559 | +4.3% | 56,130 | +5.1% | 0.00% | 0.0% |
| Q1 2024 | $2,476,749 | +4.5% | 53,401 | +5.7% | 0.00% | 0.0% |
| Q4 2023 | $2,369,973 | +102.8% | 50,522 | +92.6% | 0.00% | 0.0% |
| Q3 2023 | $1,168,611 | +110.2% | 26,236 | +111.9% | 0.00% | – |
| Q3 2022 | $556,000 | +9.7% | 12,380 | +15.4% | 0.00% | – |
| Q2 2022 | $507,000 | 0.0% | 10,729 | +5.2% | 0.00% | – |
| Q1 2022 | $507,000 | -6.5% | 10,194 | -0.2% | 0.00% | – |
| Q4 2021 | $542,000 | -11.1% | 10,219 | -10.3% | 0.00% | – |
| Q3 2021 | $610,000 | +10.7% | 11,394 | +11.2% | 0.00% | – |
| Q2 2021 | $551,000 | -37.5% | 10,244 | -38.6% | 0.00% | -100.0% |
| Q1 2021 | $882,000 | +27.6% | 16,686 | +31.7% | 0.00% | 0.0% |
| Q4 2020 | $691,000 | +16.3% | 12,673 | +15.6% | 0.00% | 0.0% |
| Q3 2020 | $594,000 | +36.2% | 10,966 | +35.4% | 0.00% | – |
| Q2 2020 | $436,000 | – | 8,098 | – | 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% |