VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 138 filers reported holding VICTORY PORTFOLIOS II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $128,091 | +439.8% | 2,113 | +453.1% | 0.02% | +433.3% |
| Q4 2022 | $23,728 | +3.2% | 382 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -8.0% | 382 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -7.4% | 382 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | 0.0% | 382 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 382 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | – | 382 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,449,370 | $104,152,000 | 11.38% |
| Garrett Wealth Advisory Group, LLC | 261,618 | $18,800,000 | 9.64% |
| SILVER OAK SECURITIES, INCORPORATED | 539,825 | $38,964,000 | 7.92% |
| Financial Sense Advisors, Inc. | 162,377 | $11,668,000 | 4.37% |
| Pacific Center for Financial Services | 162,377 | $11,668,000 | 4.17% |
| Provident Wealth Management, LLC | 86,243 | $6,197,000 | 3.76% |
| Keystone Financial Group | 209,177 | $15,031,000 | 2.55% |
| Fulcrum Equity Management | 53,973 | $3,879,000 | 2.30% |
| Fermata Advisors, LLC | 76,338 | $5,486,000 | 2.06% |
| MONECO Advisors, LLC | 69,162 | $4,970,000 | 1.83% |