VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 135 filers reported holding VICTORY PORTFOLIOS II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,734 | +30.6% | 48,951 | +34.6% | 0.20% | -18.4% |
Q2 2023 | $2,094 | -6.7% | 36,356 | -1.8% | 0.24% | -14.9% |
Q1 2023 | $2,245 | -99.9% | 37,041 | +2.4% | 0.29% | -6.5% |
Q4 2022 | $2,245,134 | +8.8% | 36,171 | +4.0% | 0.31% | +12.8% |
Q3 2022 | $2,064,000 | -13.0% | 34,776 | -60.9% | 0.27% | +68.5% |
Q2 2022 | $2,372,000 | – | 88,913 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garrett Wealth Advisory Group, LLC | 299,468 | $13,631,000 | 10.85% |
Keystone Financial Group | 129,477 | $5,897,000 | 1.92% |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 50,296 | $2,291,000 | 1.75% |
Integrated Wealth Concepts LLC | 271,609 | $12,129,000 | 1.59% |
SMITH, MOORE & CO. | 99,438 | $4,529,000 | 1.02% |
Spectrum Wealth Advisory Group, LLC | 9,906 | $451,000 | 0.92% |
StoneX Group Inc. | 30,830 | $1,404,000 | 0.90% |
Western Wealth Management, LLC | 151,193 | $6,709,000 | 0.88% |
Summit Financial Wealth Advisors, LLC | 49,830 | $2,269,000 | 0.56% |
Wealth & Pension Services Group, Inc. | 13,424 | $611,000 | 0.44% |