Claro Advisors LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 71 filers reported holding VICTORY PORTFOLIOS II in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Claro Advisors LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$610,070
-40.7%
10,921
-38.9%
0.15%
-40.2%
Q2 2023$1,029,265
-10.7%
17,869
-6.0%
0.26%
-24.3%
Q1 2023$1,152,032
-31.4%
19,004
-29.8%
0.34%
-38.5%
Q4 2022$1,679,989
-31.7%
27,066
-27.2%
0.55%
-43.7%
Q3 2022$2,459,0000.0%37,2000.0%0.98%0.0%
Q2 2022$2,459,000
+69.0%
37,200
+77.9%
0.98%
+86.8%
Q1 2022$1,455,0000.0%20,9120.0%0.52%0.0%
Q4 2021$1,455,000
+59.5%
20,912
+47.5%
0.52%
+36.2%
Q3 2021$912,000
+10.1%
14,173
+10.6%
0.38%
+2.9%
Q2 2021$828,000
+40.8%
12,820
+35.9%
0.37%
+25.2%
Q1 2021$588,000
+48.5%
9,432
+28.0%
0.30%
+41.9%
Q4 2020$396,000
+17.2%
7,367
+3.2%
0.21%
-1.9%
Q3 2020$338,000
+39.1%
7,138
+36.7%
0.21%
+28.1%
Q2 2020$243,000
+49.1%
5,221
+51.3%
0.17%
+28.5%
Q4 2018$163,0003,4500.13%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2021
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