VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,383,904 | -5.6% | 114,284 | -2.6% | 3.10% | -6.8% |
| Q2 2023 | $6,761,664 | -7.1% | 117,390 | -2.2% | 3.33% | -10.6% |
| Q1 2023 | $7,278,947 | -1.4% | 120,075 | +0.9% | 3.72% | -14.1% |
| Q4 2022 | $7,385,958 | +3.4% | 118,994 | -1.2% | 4.34% | +0.3% |
| Q3 2022 | $7,146,000 | -42.0% | 120,392 | -35.4% | 4.32% | -44.7% |
| Q2 2022 | $12,318,000 | +98.8% | 186,351 | +116.1% | 7.82% | +107.8% |
| Q1 2022 | $6,197,000 | +30.2% | 86,243 | +26.1% | 3.76% | +20.4% |
| Q4 2021 | $4,759,000 | +25.3% | 68,382 | +15.9% | 3.12% | +8.5% |
| Q3 2021 | $3,799,000 | +3.2% | 59,025 | +3.6% | 2.88% | -6.9% |
| Q2 2021 | $3,682,000 | +2.1% | 56,998 | -1.5% | 3.10% | -22.5% |
| Q1 2021 | $3,607,000 | +7.9% | 57,872 | -6.8% | 3.99% | +2.8% |
| Q4 2020 | $3,342,000 | +8.8% | 62,091 | -4.1% | 3.88% | +9.0% |
| Q3 2020 | $3,071,000 | – | 64,770 | – | 3.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,449,370 | $104,152,000 | 11.38% |
| Garrett Wealth Advisory Group, LLC | 261,618 | $18,800,000 | 9.64% |
| SILVER OAK SECURITIES, INCORPORATED | 539,825 | $38,964,000 | 7.92% |
| Financial Sense Advisors, Inc. | 162,377 | $11,668,000 | 4.37% |
| Pacific Center for Financial Services | 162,377 | $11,668,000 | 4.17% |
| Provident Wealth Management, LLC | 86,243 | $6,197,000 | 3.76% |
| Keystone Financial Group | 209,177 | $15,031,000 | 2.55% |
| Fulcrum Equity Management | 53,973 | $3,879,000 | 2.30% |
| Fermata Advisors, LLC | 76,338 | $5,486,000 | 2.06% |
| MONECO Advisors, LLC | 69,162 | $4,970,000 | 1.83% |