Creative Planning - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 131 filers reported holding VICTORY PORTFOLIOS II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$200,386
-3.7%
3,479
+10.8%
0.00%
Q2 2022$208,000
-18.1%
3,140
-41.3%
0.00%
-100.0%
Q3 2020$254,000
+2.0%
5,3530.0%0.00%0.0%
Q2 2020$249,0005,3530.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2023
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 363,991$19,590,00014.73%
Provident Wealth Management, LLC 62,091$3,342,0003.88%
COREPATH WEALTH PARTNERS LLC 48,439$2,601,0002.71%
Keystone Financial Group 102,330$5,507,0001.14%
MONECO Advisors, LLC 33,855$1,893,0001.04%
GREAT VALLEY ADVISOR GROUP, INC. 126,582$6,813,0000.70%
LEVEL FOUR FINANCIAL, LLC 21,064$1,134,0000.49%
Pensionmark Financial Group, LLC 32,024$1,815,0000.46%
Integrated Wealth Concepts LLC 160,922$8,661,0000.41%
FLAGSHIP HARBOR ADVISORS, LLC 52,354$2,818,0000.35%
View complete list of VICTORY PORTFOLIOS II shareholders