CWM, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$22,113
-12.5%
395,859
-9.8%
0.14%
-12.8%
Q2 2023$25,286
-7.5%
438,989
-2.6%
0.16%
-15.7%
Q1 2023$27,323
+0.7%
450,718
+3.1%
0.18%
-7.5%
Q4 2022$27,142
-99.9%
437,284
+2.2%
0.20%
-1.0%
Q3 2022$25,393,000
-4.7%
427,777
+6.2%
0.20%
-1.9%
Q2 2022$26,636,000
-5.6%
402,963
+2.6%
0.21%
+3.0%
Q1 2022$28,214,000
+8.6%
392,623
+5.2%
0.20%
+9.3%
Q4 2021$25,985,000
+14.7%
373,352
+6.4%
0.18%
+1.1%
Q2 2021$22,663,0000.0%350,8770.0%0.18%0.0%
Q1 2021$22,663,0000.0%350,8770.0%0.18%0.0%
Q4 2020$22,663,0000.0%350,8770.0%0.18%0.0%
Q3 2020$22,663,0000.0%350,8770.0%0.18%0.0%
Q2 2020$22,663,0000.0%350,8770.0%0.18%0.0%
Q1 2020$22,663,0000.0%350,8770.0%0.18%0.0%
Q4 2019$22,663,0000.0%350,8770.0%0.18%0.0%
Q3 2019$22,663,0000.0%350,8770.0%0.18%0.0%
Q2 2019$22,663,0000.0%350,8770.0%0.18%0.0%
Q1 2019$22,663,000
+56.8%
350,877
+2.7%
0.18%
-49.9%
Q4 2018$14,458,000
-1.0%
341,638
+10.8%
0.36%
-3.2%
Q3 2018$14,604,000
+3.7%
308,399
+1.5%
0.37%
-19.4%
Q2 2018$14,080,000
+6.2%
303,970
+4.0%
0.46%
-12.1%
Q1 2018$13,259,000
+2.0%
292,179
+4.4%
0.53%
-8.7%
Q4 2017$12,997,000
+5.0%
279,929
+0.4%
0.58%
-1.4%
Q3 2017$12,381,000
+3.7%
278,922
+1.4%
0.58%
-4.4%
Q2 2017$11,942,000
+59.7%
275,183
+57.9%
0.61%
+44.7%
Q1 2017$7,480,000
+8304.5%
174,312
+8003.8%
0.42%
+8360.0%
Q4 2016$89,000
-11.9%
2,151
-15.7%
0.01%
-28.6%
Q3 2016$101,000
+3.1%
2,551
+0.1%
0.01%0.0%
Q2 2016$98,000
+58.1%
2,549
+55.9%
0.01%
+40.0%
Q1 2016$62,000
-81.7%
1,635
-82.5%
0.01%
-84.8%
Q4 2015$339,0009,3610.03%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,826,141$113,348,62912.95%
UNIQUE WEALTH, LLC 255,677$15,869,9228.47%
REGIMEN WEALTH, LLC 200,527$12,383,0008.30%
SILVER OAK SECURITIES, INCORPORATED 647,656$40,2007.54%
Cresta Advisors, Ltd. 100,208$6,219,9115.43%
Vantage Financial Partners, LLC 143,686$8,918,6105.31%
Garrett Wealth Advisory Group, LLC 160,596$9,968,2515.12%
Virginia National Bank 21,384$1,327,3044.89%
Provident Wealth Management, LLC 118,994$7,385,9584.34%
Lumature Wealth Partners, LLC 101,100$6,275,2773.51%
View complete list of VICTORY PORTFOLIOS II shareholders