CAROLINAS WEALTH CONSULTING LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 24 filers reported holding VICTORY PORTFOLIOS II in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
ARGI Investment Services, LLC 1,842,274$111,262,0003.69%
Trilogy Capital Inc. 342,297$20,673,0001.80%
EWG Elevate Inc. 24,952$1,507,0000.73%
Horan Securities, Inc. 2,996$184,0000.11%
VICTORY CAPITAL MANAGEMENT INC 1,324,997$80,021,0000.09%
OneDigital Investment Advisors LLC 3,315$200,0000.01%
CAROLINAS WEALTH CONSULTING LLC 471$28,0000.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 311,894$18,836,0000.01%
OSAIC HOLDINGS, INC. 14,454$872,0000.00%
Cambridge Investment Research Advisors, Inc. 4,267$258,0000.00%
View complete list of VICTORY PORTFOLIOS II shareholders