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 ↓
Retirement Planning Group, LLC 1,949,155$112,271,30211.21%
SILVER OAK SECURITIES, Inc 657,558$37,8756.09%
REGIMEN WEALTH, LLC 223,848$12,893,6155.34%
PALLADIEM, LLC 76,410$4,401,2164.53%
Garrett Wealth Advisory Group, LLC 153,875$8,863,2153.93%
Vantage Financial Partners, LLC 157,562$9,075,5913.39%
Provident Wealth Management, LLC 117,390$6,761,6643.33%
Pacific Center for Financial Services 170,033$9,793,8573.22%
UNIQUE WEALTH, LLC 107,452$6,189,2292.70%
OneAscent Financial Services LLC 86,675$4,9922.22%
View complete list of VICTORY PORTFOLIOS II shareholders