Integrated Wealth Concepts LLC - VICTORY PORTFOLIOS II ownership

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
Integrated Wealth Concepts LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$8,854,205
-3.8%
158,507
-0.8%
0.16%
-1.3%
Q2 2023$9,205,690
+96802.0%
159,821
+2.0%
0.16%
-19.4%
Q1 2023$9,500
-4.0%
156,717
-1.7%
0.20%
-27.1%
Q4 2022$9,900
-99.9%
159,499
+2.7%
0.27%
-8.5%
Q3 2022$9,218,000
-8.8%
155,296
+1.6%
0.29%
-6.7%
Q2 2022$10,108,000
-5.5%
152,920
+2.7%
0.32%
-3.7%
Q1 2022$10,698,000
+8.2%
148,880
+4.8%
0.33%
+11.2%
Q4 2021$9,887,000
+9.4%
142,053
+1.2%
0.29%0.0%
Q3 2021$9,034,000
-6.2%
140,344
-5.8%
0.29%
-13.8%
Q2 2021$9,627,000
+1.9%
149,043
-1.6%
0.34%
-12.1%
Q1 2021$9,444,000
+9.0%
151,522
-5.8%
0.39%
-5.4%
Q4 2020$8,661,000
+7.2%
160,922
-5.6%
0.41%
-17.7%
Q3 2020$8,078,000
-5.5%
170,388
-7.2%
0.50%
-19.0%
Q2 2020$8,552,000
-12.0%
183,627
-21.8%
0.62%
-31.5%
Q1 2020$9,722,000
-26.8%
234,856
-13.3%
0.90%
-19.8%
Q4 2019$13,274,000
+5.6%
270,793
+0.3%
1.12%
-20.7%
Q3 2019$12,566,000
+3.6%
270,064
-0.6%
1.41%
-11.1%
Q2 2019$12,129,000
+1.3%
271,609
+1.1%
1.59%
-21.6%
Q1 2019$11,970,000
+7.4%
268,745
+2.1%
2.03%
-33.1%
Q4 2018$11,143,000
-5.0%
263,311
+6.3%
3.03%
-14.6%
Q3 2018$11,735,000
+7.9%
247,678
+5.0%
3.54%
-4.5%
Q2 2018$10,875,000
+5.5%
235,791
+1.9%
3.71%
-10.2%
Q1 2018$10,311,000
+4.9%
231,388
+10.3%
4.13%
-1.7%
Q4 2017$9,828,000209,7604.20%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,949,155$112,271,30211.21%
SILVER OAK SECURITIES, Inc 657,558$37,8756.09%
REGIMEN WEALTH, LLC 223,848$12,893,6155.34%
PALLADIEM, LLC 76,410$4,401,2164.53%
Garrett Wealth Advisory Group, LLC 153,875$8,863,2153.93%
Vantage Financial Partners, LLC 157,562$9,075,5913.39%
Provident Wealth Management, LLC 117,390$6,761,6643.33%
Pacific Center for Financial Services 170,033$9,793,8573.22%
UNIQUE WEALTH, LLC 107,452$6,189,2292.70%
OneAscent Financial Services LLC 86,675$4,9922.22%
View complete list of VICTORY PORTFOLIOS II shareholders