VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,820 | -6.6% | 4,932 | -2.5% | 0.01% | -6.7% |
| Q2 2023 | $359,593 | +3.4% | 5,059 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $347,785 | +1.5% | 5,059 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $342,697 | +11.3% | 5,059 | 0.0% | 0.02% | +5.9% |
| Q3 2022 | $308,000 | -5.2% | 5,059 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $325,000 | -13.3% | 5,059 | 0.0% | 0.02% | -18.2% |
| Q1 2022 | $375,000 | -5.1% | 5,059 | -0.6% | 0.02% | -8.3% |
| Q4 2021 | $395,000 | +7.0% | 5,092 | -1.9% | 0.02% | -4.0% |
| Q3 2021 | $369,000 | -0.3% | 5,192 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $370,000 | +6.3% | 5,192 | 0.0% | 0.03% | -18.2% |
| Q1 2021 | $348,000 | -28.5% | 5,192 | -33.6% | 0.03% | -34.0% |
| Q4 2020 | $487,000 | +8.2% | 7,816 | -5.9% | 0.05% | -9.1% |
| Q3 2020 | $450,000 | -53.0% | 8,303 | -56.2% | 0.06% | -65.0% |
| Q2 2020 | $958,000 | -8.9% | 18,969 | -23.5% | 0.16% | -43.7% |
| Q1 2020 | $1,052,000 | -26.0% | 24,799 | -1.5% | 0.28% | -11.7% |
| Q4 2019 | $1,421,000 | +193.0% | 25,179 | +174.8% | 0.32% | +170.1% |
| Q3 2019 | $485,000 | – | 9,163 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEVEL FOUR FINANCIAL, LLC | 65,755 | $4,686,000 | 1.98% |
| Intrua Financial, LLC | 52,415 | $3,881,000 | 0.93% |
| TAP Consulting, LLC | 42,294 | $3,014,000 | 0.85% |
| Golden State Equity Partners | 14,896 | $1,062,000 | 0.41% |
| PLANNING DIRECTIONS INC | 6,141 | $438,000 | 0.32% |
| Keystone Financial Group | 15,520 | $1,106,000 | 0.20% |
| GPS Wealth Strategies Group, LLC | 10,867 | $774,000 | 0.20% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15,214 | $1,084,000 | 0.18% |
| Private Advisor Group, LLC | 279,802 | $19,941,000 | 0.17% |
| Rossmore Private Capital | 10,437 | $744,000 | 0.13% |