KESTRA PRIVATE WEALTH SERVICES, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 94 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$3,778,482
-18.2%
67,642
-15.6%
0.12%
-24.7%
Q2 2023$4,618,829
-51.0%
80,188
-48.4%
0.16%
-57.9%
Q1 2023$9,425,579
-15.1%
155,486
-13.0%
0.38%
-33.3%
Q4 2022$11,096,748
-13.0%
178,778
-16.8%
0.56%
-23.8%
Q3 2022$12,753,000
+1.7%
214,842
+13.2%
0.74%
+3.1%
Q2 2022$12,541,000
+5.8%
189,727
+15.0%
0.72%
+21.8%
Q1 2022$11,857,000
+26.0%
165,007
+22.0%
0.59%
+30.7%
Q4 2021$9,412,000
+68.3%
135,223
+55.6%
0.45%
+44.2%
Q3 2021$5,594,000
+159.0%
86,911
+159.9%
0.31%
+138.2%
Q2 2021$2,160,000
+66.4%
33,437
+60.5%
0.13%
+45.6%
Q1 2021$1,298,000
+45.5%
20,829
+24.4%
0.09%
+36.4%
Q4 2020$892,000
-99.7%
16,743
+136.4%
0.07%
+127.6%
Q3 2020$336,000,0007,0830.03%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
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