VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 148 filers reported holding VICTORY PORTFOLIOS II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,025,807 | -37.4% | 33,418 | -35.9% | 0.42% | -43.2% |
| Q4 2022 | $3,238,134 | +182.3% | 52,169 | +170.1% | 0.74% | +173.2% |
| Q3 2022 | $1,147,000 | -11.3% | 19,317 | +0.3% | 0.27% | 0.0% |
| Q2 2022 | $1,293,000 | -7.0% | 19,260 | -0.4% | 0.27% | -5.9% |
| Q1 2022 | $1,390,000 | +2.9% | 19,338 | +0.2% | 0.29% | +2.1% |
| Q4 2021 | $1,351,000 | -0.7% | 19,291 | -8.7% | 0.28% | -8.1% |
| Q3 2021 | $1,360,000 | -26.4% | 21,134 | -26.1% | 0.31% | -27.0% |
| Q2 2021 | $1,847,000 | -1.6% | 28,595 | +0.9% | 0.42% | -6.6% |
| Q1 2021 | $1,877,000 | +3.4% | 28,346 | -11.5% | 0.45% | -1.7% |
| Q4 2020 | $1,815,000 | – | 32,024 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 247,214 | $10,457,000 | 9.53% |
| GREAT VALLEY ADVISOR GROUP, INC. | 250,089 | $10,929,000 | 4.08% |
| Integrated Wealth Concepts LLC | 263,311 | $11,143,000 | 3.03% |
| Keystone Financial Group | 127,234 | $5,385,000 | 2.43% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 42,332 | $1,792,000 | 1.36% |
| StoneX Group Inc. | 28,992 | $1,227,000 | 1.18% |
| Wealth & Pension Services Group, Inc. | 12,101 | $512,000 | 0.46% |
| Caprock Group, LLC | 46,889 | $1,984,000 | 0.46% |
| Sound View Wealth Advisors, LLC | 28,529 | $1,207,000 | 0.44% |
| Concorde Asset Management, LLC | 11,804 | $499,000 | 0.42% |