PLANNING DIRECTIONS INC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 69 filers reported holding VICTORY PORTFOLIOS II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$239
-10.8%
3,515
-6.8%
0.18%
-6.2%
Q2 2023$268
-9.5%
3,772
-12.4%
0.20%
-11.4%
Q1 2023$296
-7.8%
4,305
-9.1%
0.22%
-10.2%
Q4 2022$321
-99.9%
4,736
-6.1%
0.24%
-1.2%
Q3 2022$307,000
-11.8%
5,043
-6.9%
0.25%
-7.1%
Q2 2022$348,000
-14.9%
5,418
-2.0%
0.27%
-7.0%
Q1 2022$409,000
-4.4%
5,527
+0.2%
0.29%
+0.7%
Q4 2021$428,000
+7.0%
5,514
-2.1%
0.28%
-2.1%
Q3 2021$400,000
-8.7%
5,631
-8.3%
0.29%
-9.1%
Q2 2021$438,000
-7.8%
6,141
-13.2%
0.32%
-14.4%
Q1 2021$475,000
-9.7%
7,077
-16.3%
0.37%
-12.2%
Q4 2020$526,000
+1.7%
8,452
-11.4%
0.43%
-6.4%
Q3 2020$517,000
-27.6%
9,536
-32.6%
0.46%
-31.7%
Q2 2020$714,000
-31.0%
14,143
-22.9%
0.67%
-30.4%
Q4 2019$1,035,000
-11.8%
18,342
-17.2%
0.96%
-14.9%
Q3 2019$1,173,000
-12.5%
22,164
-13.2%
1.12%
-17.3%
Q2 2019$1,340,000
+10.5%
25,542
+5.7%
1.36%
-5.7%
Q1 2019$1,213,000
+24.2%
24,160
+8.8%
1.44%
+19.4%
Q4 2018$977,000
-11.2%
22,207
+4.6%
1.21%
+18.2%
Q3 2018$1,100,000
+27.5%
21,237
+21.7%
1.02%
+22.5%
Q2 2018$863,000
+32.6%
17,455
+31.1%
0.83%
+30.7%
Q1 2018$651,00013,3170.64%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2020
NameSharesValueWeighting ↓
LEVEL FOUR FINANCIAL, LLC 74,912$4,666,0002.02%
Intrua Financial, LLC 52,294$3,257,0001.46%
Golden State Wealth Management, LLC 57,339$3,571,0001.04%
TAP Consulting, LLC 38,136$2,376,0000.86%
PLANNING DIRECTIONS INC 8,452$526,0000.43%
Rossmore Private Capital 22,587$1,407,0000.28%
GPS Wealth Strategies Group, LLC 11,278$703,0000.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,651$788,0000.21%
Keystone Financial Group 15,863$988,0000.20%
MONEY CONCEPTS CAPITAL CORP 31,080$1,936,0000.18%
View complete list of VICTORY PORTFOLIOS II shareholders