Gradient Investments LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 135 filers reported holding VICTORY PORTFOLIOS II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$10,278
-3.0%
1840.0%0.00%
Q2 2023$10,598
-5.0%
1840.0%0.00%
Q1 2023$11,154
-86.1%
184
-85.8%
0.00%
-100.0%
Q4 2022$80,194
+21.5%
1,292
+16.6%
0.00%
+50.0%
Q3 2022$66,000
-9.6%
1,1080.0%0.00%0.0%
Q2 2022$73,000
+160.7%
1,108
+84.7%
0.00%
+100.0%
Q4 2020$28,0000.0%6000.0%0.00%0.0%
Q3 2020$28,0000.0%6000.0%0.00%0.0%
Q2 2020$28,000
+12.0%
6000.0%0.00%0.0%
Q1 2020$25,000
-35.9%
600
-25.0%
0.00%
-50.0%
Q4 2019$39,000
+333.3%
800
+300.0%
0.00%
Q3 2019$9,0000.0%2000.0%0.00%
Q2 2019$9,0000.0%2000.0%0.00%
-100.0%
Q1 2019$9,000
+12.5%
2000.0%0.00%
Q4 2018$8,0002000.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2022
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 308,006$14,331,410,00010.03%
TAP Consulting, LLC 108,428$5,045,0002.98%
Keystone Financial Group 137,684$6,406,0001.97%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 52,803$2,457,0001.92%
Integrated Wealth Concepts LLC 270,064$12,566,0001.41%
SMITH, MOORE & CO. 101,112$4,705,0001.04%
StoneX Group Inc. 29,715$1,383,0000.86%
Summit Financial Wealth Advisors, LLC 49,979$2,293,0000.56%
Wealth & Pension Services Group, Inc. 13,424$625,0000.45%
IFP Advisors, Inc 99,614$4,623,0000.31%
View complete list of VICTORY PORTFOLIOS II shareholders