UBS Group AG - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 72 filers reported holding VICTORY PORTFOLIOS II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UBS Group AG ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$25,809,275
-22.2%
462,035
-19.7%
0.01%
-18.2%
Q2 2023$33,159,802
+10.3%
575,691
+16.1%
0.01%0.0%
Q1 2023$30,070,612
-5.4%
496,051
-3.2%
0.01%
-8.3%
Q4 2022$31,792,937
-1.2%
512,211
-5.5%
0.01%
-14.3%
Q3 2022$32,180,000
+36.4%
542,122
+51.8%
0.01%
+40.0%
Q2 2022$23,601,000
+8.1%
357,040
+17.5%
0.01%
+42.9%
Q1 2022$21,838,000
+684.4%
303,894
+659.8%
0.01%
+600.0%
Q4 2021$2,784,000
-8.1%
39,999
-15.1%
0.00%0.0%
Q3 2021$3,031,000
+16.9%
47,090
+17.4%
0.00%0.0%
Q2 2021$2,592,000
+9.7%
40,124
+5.9%
0.00%0.0%
Q1 2021$2,363,000
+27.2%
37,904
+9.8%
0.00%0.0%
Q4 2020$1,858,000
-17.1%
34,514
-27.0%
0.00%0.0%
Q3 2020$2,242,000
-8.4%
47,297
-10.0%
0.00%0.0%
Q2 2020$2,448,000
-5.6%
52,578
-16.1%
0.00%0.0%
Q1 2020$2,594,000
-56.0%
62,658
-47.9%
0.00%
-50.0%
Q4 2019$5,891,000
+14.8%
120,167
+8.9%
0.00%0.0%
Q3 2019$5,132,000
-24.7%
110,302
-26.3%
0.00%
-33.3%
Q2 2019$6,816,000
-41.3%
149,664
-42.6%
0.00%
-40.0%
Q1 2019$11,612,000
-60.8%
260,706
-62.8%
0.01%
-61.5%
Q4 2018$29,653,000
-16.1%
700,704
-6.1%
0.01%
-7.1%
Q3 2018$35,330,000
+42.9%
746,072
+39.7%
0.01%
+27.3%
Q2 2018$24,730,000
-3.3%
533,900
-5.3%
0.01%0.0%
Q1 2018$25,573,000
-24.1%
563,520
-22.3%
0.01%
-21.4%
Q4 2017$33,675,000
+3.7%
725,296
-0.9%
0.01%
-6.7%
Q3 2017$32,486,000
+44.3%
731,839
+41.1%
0.02%
+25.0%
Q2 2017$22,508,000
-2.1%
518,675
-3.2%
0.01%
-7.7%
Q1 2017$22,996,000
+49.7%
535,923
+44.2%
0.01%
+62.5%
Q4 2016$15,357,000
+1463.8%
371,731
+1401.6%
0.01%
+700.0%
Q3 2016$982,000
+1564.4%
24,755
+1514.8%
0.00%
Q2 2016$59,000
+555.6%
1,533
+513.2%
0.00%
Q1 2016$9,0002500.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2020
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,826,141$113,348,62912.95%
UNIQUE WEALTH, LLC 255,677$15,869,9228.47%
REGIMEN WEALTH, LLC 200,527$12,383,0008.30%
SILVER OAK SECURITIES, INCORPORATED 647,656$40,2007.54%
Cresta Advisors, Ltd. 100,208$6,219,9115.43%
Vantage Financial Partners, LLC 143,686$8,918,6105.31%
Garrett Wealth Advisory Group, LLC 160,596$9,968,2515.12%
Virginia National Bank 21,384$1,327,3044.89%
Provident Wealth Management, LLC 118,994$7,385,9584.34%
Lumature Wealth Partners, LLC 101,100$6,275,2773.51%
View complete list of VICTORY PORTFOLIOS II shareholders