EverSource Wealth Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 94 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$1,087,311
-36.8%
19,465
-34.8%
0.12%
-39.5%
Q2 2023$1,719,899
-36.8%
29,859
-33.5%
0.19%
-44.0%
Q1 2023$2,720,715
+7.6%
44,881
+10.2%
0.34%
-11.5%
Q4 2022$2,527,597
+7.8%
40,721
+3.1%
0.38%
-28.7%
Q3 2022$2,345,000
-5.4%
39,501
+5.4%
0.54%
-16.0%
Q2 2022$2,478,000
+23.8%
37,492
+34.6%
0.64%
+25.8%
Q1 2022$2,002,000
+70.1%
27,861
+64.8%
0.51%
+53.9%
Q4 2021$1,177,00016,9050.33%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 308,006$14,331,410,00010.03%
TAP Consulting, LLC 108,428$5,045,0002.98%
Keystone Financial Group 137,684$6,406,0001.97%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 52,803$2,457,0001.92%
Integrated Wealth Concepts LLC 270,064$12,566,0001.41%
SMITH, MOORE & CO. 101,112$4,705,0001.04%
StoneX Group Inc. 29,715$1,383,0000.86%
Summit Financial Wealth Advisors, LLC 49,979$2,293,0000.56%
Wealth & Pension Services Group, Inc. 13,424$625,0000.45%
IFP Advisors, Inc 99,614$4,623,0000.31%
View complete list of VICTORY PORTFOLIOS II shareholders