VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,926,195 | +8.5% | 50,803 | +14.2% | 1.90% | +3.2% |
| Q1 2023 | $2,696,803 | -4.4% | 44,488 | -2.1% | 1.84% | +9.5% |
| Q4 2022 | $2,820,580 | +8.3% | 45,443 | +3.6% | 1.68% | +17.6% |
| Q3 2022 | $2,604,000 | -3.5% | 43,871 | +7.4% | 1.43% | +3.3% |
| Q2 2022 | $2,699,000 | -14.0% | 40,835 | -6.6% | 1.38% | +7.5% |
| Q1 2022 | $3,137,000 | – | 43,742 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 308,006 | $14,331,410,000 | 10.03% |
| TAP Consulting, LLC | 108,428 | $5,045,000 | 2.98% |
| Keystone Financial Group | 137,684 | $6,406,000 | 1.97% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 52,803 | $2,457,000 | 1.92% |
| Integrated Wealth Concepts LLC | 270,064 | $12,566,000 | 1.41% |
| SMITH, MOORE & CO. | 101,112 | $4,705,000 | 1.04% |
| StoneX Group Inc. | 29,715 | $1,383,000 | 0.86% |
| Summit Financial Wealth Advisors, LLC | 49,979 | $2,293,000 | 0.56% |
| Wealth & Pension Services Group, Inc. | 13,424 | $625,000 | 0.45% |
| IFP Advisors, Inc | 99,614 | $4,623,000 | 0.31% |