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 2023. 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 2023
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 15,902$766,9400.67%
Fermata Advisors, LLC 13,982$674,3940.19%
MONECO Advisors, LLC 9,097$438,7470.12%
Patriot Financial Group Insurance Agency, LLC 4,583$221,0600.05%
CWM, LLC 72,553$3,4990.02%
Orion Portfolio Solutions, LLC 25,891$1,248,7330.02%
Raymond James Financial Services Advisors, Inc. 152,793$7,369,1910.01%
NewEdge Advisors, LLC 17,133$826,3050.01%
COMMONWEALTH EQUITY SERVICES, LLC 72,442$3,4940.01%
Sunbelt Securities, Inc. 893$43,0690.01%
View complete list of VICTORY PORTFOLIOS II shareholders