CAROLINAS WEALTH CONSULTING LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 20 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$31,435
+4.7%
4710.0%0.01%0.0%
Q1 2023$30,017
+1.2%
4710.0%0.01%
-14.3%
Q4 2022$29,674
+9.9%
4710.0%0.01%0.0%
Q3 2022$27,000
-3.6%
4710.0%0.01%0.0%
Q2 2022$28,000
-15.2%
4710.0%0.01%0.0%
Q1 2022$33,000
-5.7%
4710.0%0.01%
-12.5%
Q4 2021$35,0004710.01%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
NameSharesValueWeighting ↓
ARGI Investment Services, LLC 1,831,345$105,734,0003.69%
Trilogy Capital Inc. 347,435$20,059,0001.80%
EWG Elevate Inc. 25,312$1,461,0000.82%
Horan Securities, Inc. 2,998$173,0000.11%
VICTORY CAPITAL MANAGEMENT INC 1,324,997$76,499,0000.09%
CAROLINAS WEALTH CONSULTING LLC 471$27,0000.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 303,401$17,517,0000.01%
MONEY CONCEPTS CAPITAL CORP 1,127$65,0000.00%
Geneos Wealth Management Inc. 140$8,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of VICTORY PORTFOLIOS II shareholders