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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,188,088 | -57.2% | 21,269 | -55.9% | 0.23% | -55.1% |
Q2 2023 | $2,776,764 | +40.0% | 48,208 | +42.1% | 0.52% | -16.3% |
Q1 2023 | $1,982,842 | +6.5% | 33,918 | +16.9% | 0.62% | +3.4% |
Q4 2022 | $1,862,663 | +11541.6% | 29,013 | +9571.0% | 0.60% | +8400.0% |
Q4 2020 | $16,000 | +14.3% | 300 | 0.0% | 0.01% | -12.5% |
Q3 2020 | $14,000 | 0.0% | 300 | 0.0% | 0.01% | -11.1% |
Q2 2020 | $14,000 | -44.0% | 300 | -50.0% | 0.01% | -50.0% |
Q1 2020 | $25,000 | -13.8% | 600 | 0.0% | 0.02% | +28.6% |
Q4 2019 | $29,000 | – | 600 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,449,370 | $104,152,000 | 11.38% |
Garrett Wealth Advisory Group, LLC | 261,618 | $18,800,000 | 9.64% |
SILVER OAK SECURITIES, INCORPORATED | 539,825 | $38,964,000 | 7.92% |
Financial Sense Advisors, Inc. | 162,377 | $11,668,000 | 4.37% |
Pacific Center for Financial Services | 162,377 | $11,668,000 | 4.17% |
Provident Wealth Management, LLC | 86,243 | $6,197,000 | 3.76% |
Keystone Financial Group | 209,177 | $15,031,000 | 2.55% |
Fulcrum Equity Management | 53,973 | $3,879,000 | 2.30% |
Fermata Advisors, LLC | 76,338 | $5,486,000 | 2.06% |
MONECO Advisors, LLC | 69,162 | $4,970,000 | 1.83% |