VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 138 filers reported holding VICTORY PORTFOLIOS II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,992 | -5.6% | 86,675 | -0.7% | 2.22% | +3.3% |
| Q1 2023 | $5,290 | +15.0% | 87,266 | +17.8% | 2.15% | +9.9% |
| Q4 2022 | $4,599 | -99.9% | 74,098 | +5.7% | 1.95% | +18.4% |
| Q3 2022 | $4,160,000 | +622.2% | 70,079 | +704.0% | 1.65% | +532.6% |
| Q2 2022 | $576,000 | – | 8,716 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 247,214 | $10,457,000 | 9.53% |
| GREAT VALLEY ADVISOR GROUP, INC. | 250,089 | $10,929,000 | 4.08% |
| Integrated Wealth Concepts LLC | 263,311 | $11,143,000 | 3.03% |
| Keystone Financial Group | 127,234 | $5,385,000 | 2.43% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 42,332 | $1,792,000 | 1.36% |
| StoneX Group Inc. | 28,992 | $1,227,000 | 1.18% |
| Wealth & Pension Services Group, Inc. | 12,101 | $512,000 | 0.46% |
| Caprock Group, LLC | 46,889 | $1,984,000 | 0.46% |
| Sound View Wealth Advisors, LLC | 28,529 | $1,207,000 | 0.44% |
| Concorde Asset Management, LLC | 11,804 | $499,000 | 0.42% |