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 2,048,804$92,093,0002.57%
VICTORY CAPITAL MANAGEMENT INC 19,964,633$897,400,0001.05%
Sovereign Financial Group, Inc. 14,960$672,0000.27%
Allworth Financial LP 472,629$21,244,0000.27%
THOROUGHBRED FINANCIAL SERVICES, LLC 25,980$1,167,0000.22%
TOTH FINANCIAL ADVISORY CORP 13,544$609,0000.11%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,536,212$203,900,0000.07%
EverSource Wealth Advisors, LLC 911$41,0000.01%
Cetera Advisor Networks LLC 11,032$496,0000.01%
MERCER GLOBAL ADVISORS INC /ADV 19,139$860,0000.01%
View complete list of VICTORY PORTFOLIOS II shareholders