Keystone Financial Group - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 70 filers reported holding VICTORY PORTFOLIOS II in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$6,692,182
-46.0%
119,803
-44.3%
1.12%
-46.8%
Q2 2023$12,383,424
-16.6%
214,990
-10.1%
2.11%
-28.1%
Q4 2022$14,846,456
+8.6%
239,189
+3.9%
2.93%
+5.7%
Q3 2022$13,670,000
-8.5%
230,285
+1.9%
2.77%
-6.4%
Q2 2022$14,938,000
-0.6%
225,990
+8.0%
2.96%
+16.0%
Q1 2022$15,031,000
+19.1%
209,177
+15.4%
2.55%
+23.3%
Q4 2021$12,616,000
+13.2%
181,267
+4.7%
2.07%
+2.7%
Q3 2021$11,145,000
+5.5%
173,140
+5.8%
2.02%
+5.3%
Q2 2021$10,567,000
+17.1%
163,608
+13.0%
1.91%
+8.9%
Q1 2021$9,024,000
+63.9%
144,780
+41.5%
1.76%
+53.5%
Q4 2020$5,507,000
-7.5%
102,330
-18.5%
1.14%
-21.7%
Q3 2020$5,954,000
-10.3%
125,577
-11.9%
1.46%
-19.0%
Q2 2020$6,640,000
+11.4%
142,573
-1.0%
1.80%
-8.7%
Q1 2020$5,961,000
-12.3%
144,013
+3.8%
1.98%
+8.1%
Q4 2019$6,800,000
+6.2%
138,715
+0.7%
1.83%
-7.3%
Q3 2019$6,406,000
+8.6%
137,684
+6.3%
1.97%
+2.8%
Q2 2019$5,897,000
+2.5%
129,477
+0.2%
1.92%
-6.3%
Q1 2019$5,754,000
+6.9%
129,186
+1.5%
2.05%
-15.9%
Q4 2018$5,385,000
+5.9%
127,234
+18.6%
2.43%
+16.9%
Q3 2018$5,084,000
+23.3%
107,305
+20.0%
2.08%
-9.5%
Q2 2018$4,124,000
+31.0%
89,415
+26.5%
2.30%
+31.5%
Q1 2018$3,149,000
+31.1%
70,675
+37.8%
1.75%
+17.1%
Q4 2017$2,402,00051,2801.49%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q1 2019
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 308,006$14,331,410,00010.03%
TAP Consulting, LLC 108,428$5,045,0002.98%
Keystone Financial Group 137,684$6,406,0001.97%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 52,803$2,457,0001.92%
Integrated Wealth Concepts LLC 270,064$12,566,0001.41%
SMITH, MOORE & CO. 101,112$4,705,0001.04%
StoneX Group Inc. 29,715$1,383,0000.86%
Summit Financial Wealth Advisors, LLC 49,979$2,293,0000.56%
Wealth & Pension Services Group, Inc. 13,424$625,0000.45%
IFP Advisors, Inc 99,614$4,623,0000.31%
View complete list of VICTORY PORTFOLIOS II shareholders