Carroll Financial Associates, Inc. - 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
Carroll Financial Associates, Inc. ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q4 2021$73,000
+7.4%
1,0640.0%0.00%0.0%
Q3 2021$68,0000.0%1,0640.0%0.00%0.0%
Q2 2021$68,000
+3.0%
1,0640.0%0.00%0.0%
Q1 2021$66,000
+15.8%
1,0640.0%0.00%0.0%
Q4 2020$57,000
+14.0%
1,0640.0%0.00%0.0%
Q3 2020$50,000
+2.0%
1,0640.0%0.00%0.0%
Q2 2020$49,000
-70.8%
1,064
-73.9%
0.00%
-75.0%
Q1 2020$168,000
-15.2%
4,073
+0.4%
0.02%0.0%
Q4 2019$198,000
+5.9%
4,055
+0.8%
0.02%0.0%
Q3 2019$187,000
-10.1%
4,024
-12.2%
0.02%
-11.1%
Q2 2019$208,000
-55.3%
4,585
-56.1%
0.02%
-59.1%
Q1 2019$465,00010,4550.04%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
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