Burt Wealth Advisors - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is USTB and the CUSIP is 92647N535. A total of 77 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2024$331,668
+17.4%
6,660
+17.5%
0.09%
+20.8%
Q1 2024$282,486
-0.4%
5,669
-0.9%
0.07%
-11.1%
Q4 2023$283,655
-92.0%
5,720
-92.1%
0.08%
-92.6%
Q3 2023$3,549,83172,5641.09%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2023
NameSharesValueWeighting ↓
PRAIRIEVIEW WEALTH PARTNERS, LLC 217,677$10,840,3159.24%
Marquette Asset Management, LLC 600,145$29,887,2215.08%
Cornerstone Planning Group LLC 251,189$12,692,5613.64%
Smith Thornton Advisors LLC 74,410$3,705,5942.73%
ERn Financial, LLC 567,298$28,251,4402.34%
Masso Torrence Wealth Management Inc. 83,930$4,179,6912.32%
Darrow Company, Inc. 47,190$2,350,0461.53%
Redhawk Wealth Advisors, Inc. 158,060$7,871,3891.20%
Samalin Investment Counsel, LLC 49,792$2,479,6421.16%
TOTH FINANCIAL ADVISORY CORP 160,069$7,971,4331.01%
View complete list of VICTORY PORTFOLIOS II shareholders