VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 128 filers reported holding VICTORY PORTFOLIOS II in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $81,716 | -9.4% | 1,419 | -4.6% | 0.08% | -8.8% |
Q1 2023 | $90,174 | -3.3% | 1,487 | -1.0% | 0.09% | +26.4% |
Q4 2022 | $93,254 | -10.3% | 1,502 | -14.3% | 0.07% | -12.2% |
Q3 2022 | $104,000 | -16.1% | 1,752 | -7.0% | 0.08% | -11.8% |
Q2 2022 | $124,000 | -8.1% | 1,883 | 0.0% | 0.09% | +4.5% |
Q1 2022 | $135,000 | – | 1,883 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Retirement Planning Group, LLC | 1,826,141 | $113,348,629 | 12.95% |
UNIQUE WEALTH, LLC | 255,677 | $15,869,922 | 8.47% |
REGIMEN WEALTH, LLC | 200,527 | $12,383,000 | 8.30% |
SILVER OAK SECURITIES, INCORPORATED | 647,656 | $40,200 | 7.54% |
Cresta Advisors, Ltd. | 100,208 | $6,219,911 | 5.43% |
Vantage Financial Partners, LLC | 143,686 | $8,918,610 | 5.31% |
Garrett Wealth Advisory Group, LLC | 160,596 | $9,968,251 | 5.12% |
Virginia National Bank | 21,384 | $1,327,304 | 4.89% |
Provident Wealth Management, LLC | 118,994 | $7,385,958 | 4.34% |
Lumature Wealth Partners, LLC | 101,100 | $6,275,277 | 3.51% |