Fermata Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CSF and the CUSIP is 92647N774. A total of 27 filers reported holding VICTORY PORTFOLIOS II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
StoneX Group Inc. 20,337$966,0000.83%
Keystone Financial Group 27,570$1,319,0000.74%
Integrated Wealth Concepts LLC 30,618$1,464,0000.50%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13,260$630,0000.46%
Cornerstone Wealth Management, LLC 883,904$18,481,0000.21%
NewEdge Advisors, LLC 39,072$1,869,0000.17%
First Heartland Consultants, Inc. 9,778$464,0000.16%
CWM, LLC 67,726$3,217,0000.11%
Caprock Group, LLC 9,617$457,0000.10%
Patriot Financial Group Insurance Agency, LLC 1,686$80,0000.09%
View complete list of VICTORY PORTFOLIOS II shareholders