Pensionmark Financial Group, LLC - VICTORY PORTFOLIOS II ownership

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
Pensionmark Financial Group, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
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$1,815,00032,0240.46%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2022
NameSharesValueWeighting ↓
Integrated Wealth Concepts LLC 235,791$10,875,0003.71%
Keystone Financial Group 89,415$4,124,0002.30%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 34,779$1,611,0001.18%
StoneX Group Inc. 20,433$946,0000.82%
NewEdge Advisors, LLC 150,878$6,959,0000.64%
CWM, LLC 303,970$14,080,0000.46%
Caprock Group, LLC 45,673$2,116,0000.45%
LPL Financial LLC 3,055,762$141,543,0000.37%
FLAGSHIP HARBOR ADVISORS, LLC 22,989$1,064,0000.21%
Cornerstone Wealth Management, LLC 865,209$18,760,0000.21%
View complete list of VICTORY PORTFOLIOS II shareholders