Bogart Wealth, LLC - VICTORY PORTFOLIOS II ownership

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$4,417,858
+169361.4%
99,184
+173907.0%
0.27%
Q2 2023$2,607
-1.3%
570.0%0.00%
Q1 2023$2,642
+2.6%
570.0%0.00%
Q4 2022$2,576
-14.1%
570.0%0.00%
Q3 2022$3,0000.0%570.0%0.00%
Q2 2022$3,0000.0%57
+1.8%
0.00%
Q1 2022$3,000
-66.7%
56
-66.5%
0.00%
-100.0%
Q4 2021$9,0001670.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2023
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 2,398,643$129,839,0002.52%
TOTH FINANCIAL ADVISORY CORP 67,405$3,649,0000.70%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,910,867$211,695,0000.10%
VICTORY CAPITAL MANAGEMENT INC 1,230,759$66,621,0000.09%
Kingsview Wealth Management, LLC 16,658$902,0000.08%
OSAIC HOLDINGS, INC. 40,009$2,156,0000.01%
Rockefeller Capital Management L.P. 9,741$527,0000.01%
Geneos Wealth Management Inc. 1,288$69,0000.00%
MORGAN STANLEY 319,627$17,301,0000.00%
JANE STREET GROUP, LLC 46,911$2,539,0000.00%
View complete list of VICTORY PORTFOLIOS II shareholders