Bogart Wealth, LLC - VICTORY PORTFOLIOS II ownership

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$3,837
-1.8%
590.0%0.00%
Q2 2023$3,908
+4.7%
590.0%0.00%
Q1 2023$3,731
+1.1%
590.0%0.00%
Q4 2022$3,689
+23.0%
590.0%0.00%
Q3 2022$3,000
-25.0%
590.0%0.00%
Q2 2022$4,0000.0%59
+1.7%
0.00%
Q1 2022$4,0000.0%58
-1.7%
0.00%
Q4 2021$4,000590.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2023
NameSharesValueWeighting ↓
ARGI Investment Services, LLC 1,831,345$105,734,0003.69%
Trilogy Capital Inc. 347,435$20,059,0001.80%
EWG Elevate Inc. 25,312$1,461,0000.82%
Horan Securities, Inc. 2,998$173,0000.11%
VICTORY CAPITAL MANAGEMENT INC 1,324,997$76,499,0000.09%
CAROLINAS WEALTH CONSULTING LLC 471$27,0000.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 303,401$17,517,0000.01%
MONEY CONCEPTS CAPITAL CORP 1,127$65,0000.00%
Geneos Wealth Management Inc. 140$8,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of VICTORY PORTFOLIOS II shareholders