Fermata Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CSF and the CUSIP is 92647N774. A total of 24 filers reported holding VICTORY PORTFOLIOS II in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$674,394
-15.4%
13,982
-4.1%
0.19%
-19.5%
Q4 2022$797,327
-0.3%
14,575
-1.0%
0.24%
-9.2%
Q3 2022$800,000
-3.0%
14,719
-1.7%
0.26%
-9.7%
Q2 2022$825,000
-17.3%
14,968
-10.2%
0.29%
-23.0%
Q1 2022$998,000
+9.2%
16,660
+17.0%
0.37%
+11.6%
Q4 2021$914,000
+105.9%
14,234
+94.2%
0.34%
+70.9%
Q3 2021$444,0007,3290.20%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2021
NameSharesValueWeighting ↓
Lumature Wealth Partners, LLC 40,157$2,082,9441.17%
Empirical Asset Management, LLC 15,039$780,0970.75%
MONECO Advisors, LLC 21,357$1,107,7960.33%
Hilltop Holdings Inc. 26,246$1,361,3800.18%
THOROUGHBRED FINANCIAL SERVICES, LLC 15,667$8120.12%
IFP Advisors, Inc 49,344$2,327,0710.10%
Patriot Financial Group Insurance Agency, LLC 4,549$235,9330.05%
CWM, LLC 83,899$4,3520.03%
Steward Partners Investment Advisory, LLC 31,967$1,658,1280.03%
Orion Portfolio Solutions, LLC 29,249$1,517,1450.02%
View complete list of VICTORY PORTFOLIOS II shareholders