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
| 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 ↓ |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 363,991 | $19,590,000 | 14.73% |
| Provident Wealth Management, LLC | 62,091 | $3,342,000 | 3.88% |
| COREPATH WEALTH PARTNERS LLC | 48,439 | $2,601,000 | 2.71% |
| Keystone Financial Group | 102,330 | $5,507,000 | 1.14% |
| MONECO Advisors, LLC | 33,855 | $1,893,000 | 1.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 126,582 | $6,813,000 | 0.70% |
| LEVEL FOUR FINANCIAL, LLC | 21,064 | $1,134,000 | 0.49% |
| Pensionmark Financial Group, LLC | 32,024 | $1,815,000 | 0.46% |
| Integrated Wealth Concepts LLC | 160,922 | $8,661,000 | 0.41% |
| FLAGSHIP HARBOR ADVISORS, LLC | 52,354 | $2,818,000 | 0.35% |