VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 148 filers reported holding VICTORY PORTFOLIOS II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,669 | -58.1% | 4,935 | -56.8% | 0.02% | -55.8% |
| Q2 2023 | $657,504 | -11.6% | 11,415 | -6.9% | 0.04% | -15.7% |
| Q1 2023 | $743,504 | -4.7% | 12,265 | -2.4% | 0.05% | -13.6% |
| Q4 2022 | $779,909 | +4.7% | 12,565 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $745,000 | -10.2% | 12,565 | 0.0% | 0.06% | -26.2% |
| Q2 2022 | $830,000 | -7.3% | 12,565 | +0.8% | 0.08% | +9.1% |
| Q1 2022 | $895,000 | +2.4% | 12,465 | -0.8% | 0.08% | +6.9% |
| Q4 2021 | $874,000 | – | 12,565 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 247,214 | $10,457,000 | 9.53% |
| GREAT VALLEY ADVISOR GROUP, INC. | 250,089 | $10,929,000 | 4.08% |
| Integrated Wealth Concepts LLC | 263,311 | $11,143,000 | 3.03% |
| Keystone Financial Group | 127,234 | $5,385,000 | 2.43% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 42,332 | $1,792,000 | 1.36% |
| StoneX Group Inc. | 28,992 | $1,227,000 | 1.18% |
| Wealth & Pension Services Group, Inc. | 12,101 | $512,000 | 0.46% |
| Caprock Group, LLC | 46,889 | $1,984,000 | 0.46% |
| Sound View Wealth Advisors, LLC | 28,529 | $1,207,000 | 0.44% |
| Concorde Asset Management, LLC | 11,804 | $499,000 | 0.42% |