Fermata Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 1 filers reported holding VICTORY PORTFOLIOS II in Q4 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$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 Q4 2023
NameSharesValueWeighting ↓
Integrated Wealth Concepts LLC 235,791$10,875,0003.71%
Keystone Financial Group 89,415$4,124,0002.30%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 34,779$1,611,0001.18%
StoneX Group Inc. 20,433$946,0000.82%
NewEdge Advisors, LLC 150,878$6,959,0000.64%
CWM, LLC 303,970$14,080,0000.46%
Caprock Group, LLC 45,673$2,116,0000.45%
LPL Financial LLC 3,055,762$141,543,0000.37%
FLAGSHIP HARBOR ADVISORS, LLC 22,989$1,064,0000.21%
Cornerstone Wealth Management, LLC 865,209$18,760,0000.21%
View complete list of VICTORY PORTFOLIOS II shareholders