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 | $131,032 | -98.7% | 2,346 | -98.6% | 0.04% | -98.6% |
Q2 2023 | $9,793,857 | -6.7% | 170,033 | -1.8% | 3.22% | -10.9% |
Q1 2023 | $10,493,047 | +1.7% | 173,095 | -0.4% | 3.62% | -10.4% |
Q3 2022 | $10,314,000 | -7.3% | 173,753 | +3.2% | 4.04% | -12.1% |
Q2 2022 | $11,128,000 | -4.6% | 168,347 | +3.7% | 4.59% | +10.0% |
Q1 2022 | $11,668,000 | – | 162,377 | – | 4.17% | – |
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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% |