VICTORY PORTFOLIOS II's ticker is CDL and the CUSIP is 92647N865.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,683 | -21.1% | 160 | -5.3% | 0.00% | – |
| Q1 2022 | $11,000 | +1000.0% | 169 | +604.2% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 24 | +33.3% | 0.00% | – |
| Q1 2021 | $1,000 | -98.9% | 18 | -99.1% | 0.00% | -100.0% |
| Q4 2020 | $90,000 | +16.9% | 1,908 | 0.0% | 0.00% | +200.0% |
| Q3 2020 | $77,000 | +2.7% | 1,908 | 0.0% | 0.00% | -66.7% |
| Q2 2020 | $75,000 | +341.2% | 1,908 | +291.0% | 0.00% | +200.0% |
| Q1 2020 | $17,000 | +325.0% | 488 | +460.9% | 0.00% | – |
| Q4 2019 | $4,000 | -42.9% | 87 | -42.4% | 0.00% | – |
| Q1 2019 | $7,000 | +250.0% | 151 | +308.1% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 37 | -36.2% | 0.00% | – |
| Q3 2018 | $3,000 | +200.0% | 58 | +222.2% | 0.00% | – |
| Q2 2018 | $1,000 | – | 18 | +350.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 4 | -80.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 20 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Members Advisory Group LLC | 100,030 | $5,659,369 | 3.53% |
| TAP Consulting, LLC | 77,204 | $4,367,928 | 1.07% |
| Patriot Financial Group Insurance Agency, LLC | 80,455 | $4,551,886 | 0.86% |
| AVAII WEALTH MANAGEMENT, LLC | 19,719 | $1,115,638 | 0.86% |
| YARGER WEALTH STRATEGIES, LLC | 8,139 | $460,455 | 0.41% |
| Investors Research Corp | 25,624 | $1,449,724 | 0.37% |
| Eudaimonia Partners, LLC | 21,501 | $1,216,439 | 0.27% |
| Sloy Dahl & Holst, LLC | 18,178 | $1,028,454 | 0.19% |
| Eagle Bay Advisors LLC | 4,172 | $236,038 | 0.14% |
| Fort Point Capital Partners LLC | 13,600 | $769,444 | 0.11% |