Fermata Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 93 filers reported holding VICTORY PORTFOLIOS II in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q4 2023$726,989
-76.0%
12,851
-76.3%
0.17%
-79.7%
Q3 2023$3,032,482
+32.2%
54,288
+43.5%
0.85%
-38.3%
Q1 2023$2,293,008
-40.8%
37,826
-39.4%
1.38%
+20.6%
Q4 2022$3,874,192
-64.9%
62,418
-66.4%
1.15%
-68.0%
Q3 2022$11,034,000
+8.6%
185,884
+20.9%
3.59%
+1.3%
Q2 2022$10,163,000
+85.3%
153,748
+101.4%
3.54%
+72.3%
Q1 2022$5,486,000
+124.0%
76,338
+117.0%
2.06%
+129.6%
Q4 2021$2,449,000
+99.4%
35,180
+84.4%
0.90%
+65.3%
Q3 2021$1,228,00019,0780.54%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2024
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 347,699$14,375,00013.58%
TAP Consulting, LLC 110,225$4,563,0003.07%
Keystone Financial Group 144,013$5,961,0001.98%
SMITH, MOORE & CO. 103,215$4,273,0001.13%
Claraphi Advisory Network, LLC 56,800$2,351,0001.11%
Integrated Wealth Concepts LLC 234,856$9,722,0000.90%
StoneX Group Inc. 25,902$1,072,0000.57%
Summit Financial Wealth Advisors, LLC 39,619$1,706,0000.54%
MONECO Advisors, LLC 9,978$413,0000.42%
IFP Advisors, Inc 69,928$2,904,0000.29%
View complete list of VICTORY PORTFOLIOS II shareholders