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 | $240,471 | -17.8% | 4,305 | -15.2% | 0.03% | -17.5% |
| Q2 2023 | $292,452 | -4.6% | 5,077 | +0.5% | 0.04% | -4.8% |
| Q1 2023 | $306,398 | +14.5% | 5,054 | +17.2% | 0.04% | +7.7% |
| Q4 2022 | $267,694 | +25.7% | 4,313 | +45.7% | 0.04% | +34.5% |
| Q1 2022 | $213,000 | -20.8% | 2,961 | -31.3% | 0.03% | -35.6% |
| Q1 2021 | $269,000 | – | 4,309 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 299,468 | $13,631,000 | 10.85% |
| Keystone Financial Group | 129,477 | $5,897,000 | 1.92% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 50,296 | $2,291,000 | 1.75% |
| Integrated Wealth Concepts LLC | 271,609 | $12,129,000 | 1.59% |
| SMITH, MOORE & CO. | 99,438 | $4,529,000 | 1.02% |
| Spectrum Wealth Advisory Group, LLC | 9,906 | $451,000 | 0.92% |
| StoneX Group Inc. | 30,830 | $1,404,000 | 0.90% |
| Western Wealth Management, LLC | 151,193 | $6,709,000 | 0.88% |
| Summit Financial Wealth Advisors, LLC | 49,830 | $2,269,000 | 0.56% |
| Wealth & Pension Services Group, Inc. | 13,424 | $611,000 | 0.44% |