Integrated Wealth Concepts LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDL and the CUSIP is 92647N865. A total of 39 filers reported holding VICTORY PORTFOLIOS II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$602,869
-25.6%
11,109
-22.4%
0.01%
-21.4%
Q2 2023$810,317
+101063.2%
14,323
+2.8%
0.01%
-17.6%
Q1 2023$801
+120.7%
13,930
+126.0%
0.02%
+70.0%
Q4 2022$363
-99.9%
6,165
+24.6%
0.01%
+25.0%
Q3 2022$262,000
-2.6%
4,946
+7.1%
0.01%0.0%
Q2 2022$269,000
-7.2%
4,620
+0.6%
0.01%
-11.1%
Q1 2022$290,000
+3.2%
4,5920.0%0.01%
+12.5%
Q4 2021$281,000
+7.7%
4,5920.0%0.01%0.0%
Q3 2021$261,000
-4.4%
4,592
-4.8%
0.01%
-20.0%
Q2 2021$273,000
+30.6%
4,822
+26.2%
0.01%
+11.1%
Q1 2021$209,000
+1.0%
3,822
-6.6%
0.01%
-47.1%
Q4 2019$207,0004,0910.02%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2021
NameSharesValueWeighting ↓
Claro Advisors LLC 23,719$1,139,0001.01%
V Wealth Advisors LLC 43,577$2,093,0000.75%
StoneX Group Inc. 23,333$1,121,0000.70%
GREAT VALLEY ADVISOR GROUP, INC. 49,467$2,376,0000.57%
Keystone Financial Group 29,556$1,419,0000.44%
LPL Financial LLC 2,042,160$98,073,0000.20%
MONECO Advisors, LLC 4,486$215,0000.17%
Investors Research Corp 2,945$141,0000.07%
CALTON & ASSOCIATES, INC. 6,002$288,0000.06%
Stratos Wealth Partners, LTD. 24,459$1,175,0000.05%
View complete list of VICTORY PORTFOLIOS II shareholders