VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 18 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $150,178 | +5.0% | 2,250 | +0.2% | 0.06% | -12.3% |
Q1 2023 | $143,059 | -8.2% | 2,245 | -9.3% | 0.07% | -17.0% |
Q4 2022 | $155,893 | -9.9% | 2,474 | -17.5% | 0.09% | -17.8% |
Q3 2022 | $173,000 | -6.0% | 2,998 | +0.1% | 0.11% | -3.6% |
Q2 2022 | $184,000 | +10.8% | 2,996 | +26.7% | 0.11% | +14.4% |
Q1 2022 | $166,000 | -4.6% | 2,364 | +0.2% | 0.10% | -6.7% |
Q4 2021 | $174,000 | -3.3% | 2,360 | -5.4% | 0.10% | -18.8% |
Q2 2021 | $180,000 | +5.9% | 2,496 | +0.0% | 0.13% | -10.5% |
Q1 2021 | $170,000 | -64.6% | 2,495 | -69.0% | 0.14% | -63.9% |
Q4 2020 | $480,000 | +115.2% | 8,051 | +75.9% | 0.40% | +78.4% |
Q3 2020 | $223,000 | – | 4,577 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ARGI Investment Services, LLC | 1,751,547 | $128,949,000 | 3.76% |
Trilogy Capital Inc. | 321,556 | $23,673,000 | 1.78% |
EWG Elevate Inc. | 17,899 | $1,318,000 | 0.65% |
Horan Securities, Inc. | 2,360 | $174,000 | 0.10% |
VICTORY CAPITAL MANAGEMENT INC | 1,200,323 | $88,368,000 | 0.08% |
OneDigital Investment Advisors LLC | 3,315 | $244,000 | 0.01% |
CAROLINAS WEALTH CONSULTING LLC | 471 | $35,000 | 0.01% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 305,657 | $22,502,000 | 0.01% |
LPL Financial LLC | 8,359 | $615,000 | 0.00% |
Cambridge Investment Research Advisors, Inc. | 4,251 | $313,000 | 0.00% |