Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$90.0%1620.0%0.00%0.0%
Q2 2023$9
-10.0%
1620.0%0.00%
-50.0%
Q1 2023$100.0%1620.0%0.00%0.0%
Q4 2022$10
-99.9%
1620.0%0.00%0.0%
Q3 2022$10,000
-9.1%
1620.0%0.00%0.0%
Q2 2022$11,000
-8.3%
1620.0%0.00%0.0%
Q1 2022$12,000
+9.1%
1620.0%0.00%0.0%
Q4 2021$11,000
+10.0%
1620.0%0.00%0.0%
Q3 2021$10,0001620.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
Integrated Wealth Concepts LLC 235,791$10,875,0003.71%
Keystone Financial Group 89,415$4,124,0002.30%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 34,779$1,611,0001.18%
StoneX Group Inc. 20,433$946,0000.82%
NewEdge Advisors, LLC 150,878$6,959,0000.64%
CWM, LLC 303,970$14,080,0000.46%
Caprock Group, LLC 45,673$2,116,0000.45%
LPL Financial LLC 3,055,762$141,543,0000.37%
FLAGSHIP HARBOR ADVISORS, LLC 22,989$1,064,0000.21%
Cornerstone Wealth Management, LLC 865,209$18,760,0000.21%
View complete list of VICTORY PORTFOLIOS II shareholders