Steward Partners Investment Advisory, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 62 filers reported holding VICTORY PORTFOLIOS II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q1 2024$3,254
+9.0%
400.0%0.00%
Q4 2023$2,985
+9.6%
400.0%0.00%
Q3 2023$2,724
-72.6%
40
-71.4%
0.00%
Q2 2023$9,951
+3.4%
1400.0%0.00%
Q1 2023$9,624
+255.1%
140
+250.0%
0.00%
Q4 2022$2,710
+35.5%
400.0%0.00%
Q3 2022$2,000
-33.3%
400.0%0.00%
Q2 2022$3,0000.0%400.0%0.00%
Q1 2022$3,0000.0%400.0%0.00%
Q4 2021$3,0000.0%400.0%0.00%
Q3 2021$3,0000.0%400.0%0.00%
Q2 2021$3,000
-99.9%
40
-50.0%
0.00%
Q1 2021$5,368,000
+268300.0%
80
+100.0%
0.00%
Q4 2020$2,0000.0%400.0%0.00%
Q3 2020$2,000400.00%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2023
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 157,859$8,355,0003.76%
Golden State Wealth Management, LLC 174,909$9,258,0003.05%
PLANNING DIRECTIONS INC 22,164$1,173,0001.12%
Sargent Investment Group, LLC 21,032$1,113,0000.50%
Tranquility Partners, LLC 6,886$364,0000.39%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,803$790,0000.28%
NewDay Solutions, LLC 6,360$335,0000.24%
Keystone Financial Group 13,732$727,0000.22%
Private Advisor Group, LLC 225,720$11,947,0000.19%
GREAT VALLEY ADVISOR GROUP, INC. 9,163$485,0000.12%
View complete list of VICTORY PORTFOLIOS II shareholders