TruWealth Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 66 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$295,715
-4.2%
4,3430.0%0.02%
-3.8%
Q2 2023$308,700
+3.4%
4,3430.0%0.03%
-3.7%
Q1 2023$298,562
+1.5%
4,3430.0%0.03%
-6.9%
Q4 2022$294,195
+11.0%
4,3430.0%0.03%
+3.6%
Q3 2022$265,000
-5.0%
4,3430.0%0.03%
-6.7%
Q2 2022$279,000
-13.4%
4,3430.0%0.03%
-9.1%
Q1 2022$322,000
-4.5%
4,3430.0%0.03%
-2.9%
Q4 2021$337,0004,3430.03%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
SILVER OAK SECURITIES, INCORPORATED 141,657$10,394,0002.11%
TAP Consulting, LLC 54,111$4,006,0001.05%
Intrua Financial, LLC 51,739$3,831,0000.69%
MONEY CONCEPTS CAPITAL CORP 71,522$5,296,0000.30%
PLANNING DIRECTIONS INC 5,527$409,0000.29%
LEVEL FOUR ADVISORY SERVICES, LLC 35,244$2,609,0000.20%
Keystone Financial Group 14,853$1,100,0000.19%
Golden State Wealth Management, LLC 12,637$936,0000.18%
Private Advisor Group, LLC 237,826$17,609,0000.14%
Rossmore Private Capital 11,512$852,0000.13%
View complete list of VICTORY PORTFOLIOS II shareholders