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 | $302,643 | -93.2% | 5,418 | -93.0% | 0.00% | -92.1% |
| Q2 2023 | $4,467,512 | -16.3% | 77,561 | -12.0% | 0.04% | -19.1% |
| Q1 2023 | $5,340,219 | -19.8% | 88,093 | -17.9% | 0.05% | -24.2% |
| Q4 2022 | $6,659,718 | +20.7% | 107,294 | +15.4% | 0.06% | -43.6% |
| Q3 2022 | $5,517,000 | +63.6% | 92,940 | +82.1% | 0.11% | +103.7% |
| Q2 2022 | $3,373,000 | +339.2% | 51,028 | +377.2% | 0.05% | +390.9% |
| Q1 2022 | $768,000 | +75.3% | 10,693 | +69.7% | 0.01% | +83.3% |
| Q4 2021 | $438,000 | +67.2% | 6,300 | +54.5% | 0.01% | +50.0% |
| Q3 2021 | $262,000 | +6.1% | 4,077 | -21.4% | 0.00% | -88.9% |
| Q3 2018 | $247,000 | -7.8% | 5,188 | -10.8% | 0.04% | -23.4% |
| Q2 2018 | $268,000 | – | 5,815 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,826,141 | $113,348,629 | 12.95% |
| UNIQUE WEALTH, LLC | 255,677 | $15,869,922 | 8.47% |
| REGIMEN WEALTH, LLC | 200,527 | $12,383,000 | 8.30% |
| SILVER OAK SECURITIES, INCORPORATED | 647,656 | $40,200 | 7.54% |
| Cresta Advisors, Ltd. | 100,208 | $6,219,911 | 5.43% |
| Vantage Financial Partners, LLC | 143,686 | $8,918,610 | 5.31% |
| Garrett Wealth Advisory Group, LLC | 160,596 | $9,968,251 | 5.12% |
| Virginia National Bank | 21,384 | $1,327,304 | 4.89% |
| Provident Wealth Management, LLC | 118,994 | $7,385,958 | 4.34% |
| Lumature Wealth Partners, LLC | 101,100 | $6,275,277 | 3.51% |