VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 148 filers reported holding VICTORY PORTFOLIOS II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 363,991 | $19,590,000 | 14.73% |
| Provident Wealth Management, LLC | 62,091 | $3,342,000 | 3.88% |
| COREPATH WEALTH PARTNERS LLC | 48,439 | $2,601,000 | 2.71% |
| Keystone Financial Group | 102,330 | $5,507,000 | 1.14% |
| MONECO Advisors, LLC | 33,855 | $1,893,000 | 1.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 126,582 | $6,813,000 | 0.70% |
| LEVEL FOUR FINANCIAL, LLC | 21,064 | $1,134,000 | 0.49% |
| Pensionmark Financial Group, LLC | 32,024 | $1,815,000 | 0.46% |
| Integrated Wealth Concepts LLC | 160,922 | $8,661,000 | 0.41% |
| FLAGSHIP HARBOR ADVISORS, LLC | 52,354 | $2,818,000 | 0.35% |