VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $1,228,000 | – | 19,078 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Planning Group, LLC | 1,826,141 | $113,348,629 | 12.95% |
| UNIQUE WEALTH, LLC | 255,677 | $15,869,922 | 8.47% |
| REGIMEN WEALTH, LLC | 200,527 | $12,383,000 | 8.30% |
| SILVER OAK SECURITIES, INCORPORATED | 647,656 | $40,200 | 7.54% |
| Cresta Advisors, Ltd. | 100,208 | $6,219,911 | 5.43% |
| Vantage Financial Partners, LLC | 143,686 | $8,918,610 | 5.31% |
| Garrett Wealth Advisory Group, LLC | 160,596 | $9,968,251 | 5.12% |
| Virginia National Bank | 21,384 | $1,327,304 | 4.89% |
| Provident Wealth Management, LLC | 118,994 | $7,385,958 | 4.34% |
| Lumature Wealth Partners, LLC | 101,100 | $6,275,277 | 3.51% |