CALTON & ASSOCIATES, INC. - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFA and the CUSIP is 92647N766. A total of 64 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$249,009
+3.1%
3,503
-0.3%
0.12%
+3.6%
Q1 2023$241,522
+1.6%
3,513
+0.1%
0.11%
+21.7%
Q4 2022$237,731
+2.9%
3,509
-7.6%
0.09%
-30.3%
Q3 2022$231,000
-6.9%
3,797
-1.7%
0.13%
-4.3%
Q2 2022$248,000
-13.9%
3,863
-0.9%
0.14%
+60.5%
Q1 2022$288,000
-4.6%
3,899
+0.1%
0.09%
+6.2%
Q4 2021$302,000
+9.4%
3,895
+0.2%
0.08%
+35.0%
Q3 2021$276,000
-15.6%
3,888
-15.2%
0.06%
-3.2%
Q2 2021$327,000
+3.5%
4,585
-2.6%
0.06%0.0%
Q1 2021$316,000
+7.8%
4,708
+0.1%
0.06%
+19.2%
Q4 2020$293,000
+8.9%
4,705
-5.1%
0.05%
-5.5%
Q3 2020$269,000
-9.7%
4,958
-15.9%
0.06%
-15.4%
Q2 2020$298,000
+18.3%
5,896
-0.6%
0.06%
+4.8%
Q1 2020$252,000
-35.7%
5,934
-14.6%
0.06%
-21.5%
Q4 2019$392,000
+6.8%
6,950
+0.2%
0.08%
-3.7%
Q3 2019$367,000
+22.7%
6,938
+21.8%
0.08%
-2.4%
Q2 2019$299,000
+26.7%
5,695
+21.0%
0.08%
+16.7%
Q1 2019$236,0004,7070.07%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
NameSharesValueWeighting ↓
Golden State Wealth Management, LLC 124,578$6,292,0001.62%
Intrua Financial, LLC 47,498$2,613,0001.00%
PLANNING DIRECTIONS INC 14,143$714,0000.67%
TAP Consulting, LLC 20,674$1,044,0000.51%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,831$749,0000.27%
Rossmore Private Capital 18,287$924,0000.26%
Keystone Financial Group 18,346$927,0000.25%
Private Advisor Group, LLC 294,740$14,887,0000.21%
Sargent Investment Group, LLC 9,040$456,0000.17%
GREAT VALLEY ADVISOR GROUP, INC. 18,969$958,0000.16%
View complete list of VICTORY PORTFOLIOS II shareholders