Sargent Investment Group, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 66 filers reported holding VICTORY PORTFOLIOS II in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2021$483,000
+6.4%
6,7720.0%0.12%
-4.2%
Q1 2021$454,000
+2.0%
6,772
-5.2%
0.12%
-14.9%
Q4 2020$445,000
-1.5%
7,142
-14.4%
0.14%
-14.0%
Q3 2020$452,000
-0.9%
8,342
-7.7%
0.16%
-4.1%
Q2 2020$456,000
-18.9%
9,040
-31.7%
0.17%
-33.7%
Q1 2020$562,000
-76.3%
13,245
-68.5%
0.26%
-41.9%
Q4 2019$2,374,000
+113.3%
42,064
+100.0%
0.44%
-11.2%
Q3 2019$1,113,000
+137.3%
21,032
+135.2%
0.50%
+133.6%
Q2 2019$469,000
+6.6%
8,942
+2.0%
0.21%
+0.9%
Q1 2019$440,000
+8.9%
8,769
-4.5%
0.21%
-14.5%
Q4 2018$404,0009,1790.25%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q1 2021
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 124,578$6,292,0001.62%
Intrua Financial, LLC 47,498$2,613,0001.00%
PLANNING DIRECTIONS INC 14,143$714,0000.67%
TAP Consulting, LLC 20,674$1,044,0000.51%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,831$749,0000.27%
Rossmore Private Capital 18,287$924,0000.26%
Keystone Financial Group 18,346$927,0000.25%
Private Advisor Group, LLC 294,740$14,887,0000.21%
Sargent Investment Group, LLC 9,040$456,0000.17%
GREAT VALLEY ADVISOR GROUP, INC. 18,969$958,0000.16%
View complete list of VICTORY PORTFOLIOS II shareholders