Summit Financial Wealth Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 62 filers reported holding VICTORY PORTFOLIOS II in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q1 2020$1,706,000
-29.4%
39,619
-21.5%
0.54%
-8.5%
Q4 2019$2,417,000
+5.4%
50,487
+1.0%
0.59%
+4.3%
Q3 2019$2,293,000
+1.1%
49,979
+0.3%
0.56%
+1.4%
Q2 2019$2,269,00049,8300.56%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2019
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