AXXCESS WEALTH MANAGEMENT, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 94 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$753,272
-3.0%
13,4850.0%0.03%
-53.6%
Q2 2023$776,736
-5.0%
13,4850.0%0.06%
-9.7%
Q1 2023$817,461
-2.3%
13,4850.0%0.06%
-10.1%
Q4 2022$837,014
+4.6%
13,4850.0%0.07%
-9.2%
Q3 2022$800,000
-10.2%
13,4850.0%0.08%
-7.3%
Q2 2022$891,000
-8.0%
13,4850.0%0.08%
+7.9%
Q1 2022$969,000
+3.2%
13,4850.0%0.08%
+10.1%
Q4 2021$939,00013,4850.07%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 247,214$10,457,0009.53%
GREAT VALLEY ADVISOR GROUP, INC. 250,089$10,929,0004.08%
Integrated Wealth Concepts LLC 263,311$11,143,0003.03%
Keystone Financial Group 127,234$5,385,0002.43%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 42,332$1,792,0001.36%
StoneX Group Inc. 28,992$1,227,0001.18%
Wealth & Pension Services Group, Inc. 12,101$512,0000.46%
Caprock Group, LLC 46,889$1,984,0000.46%
Sound View Wealth Advisors, LLC 28,529$1,207,0000.44%
Concorde Asset Management, LLC 11,804$499,0000.42%
View complete list of VICTORY PORTFOLIOS II shareholders