CALTON & ASSOCIATES, INC. - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CFO and the CUSIP is 92647N782. A total of 71 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$1,477,268
-1.0%
23,978
+0.1%
0.69%
-0.6%
Q1 2023$1,492,790
-4.9%
23,960
-2.3%
0.69%
+14.0%
Q4 2022$1,570,146
-1.2%
24,530
-1.0%
0.61%
-33.2%
Q3 2022$1,589,0000.0%24,772
+0.2%
0.91%
+3.1%
Q2 2022$1,589,000
-12.7%
24,729
+0.6%
0.88%
+63.2%
Q1 2022$1,820,000
-4.6%
24,578
+0.1%
0.54%
+6.3%
Q4 2021$1,908,000
+3.1%
24,552
-5.6%
0.51%
+25.7%
Q3 2021$1,850,000
-4.5%
26,010
-4.3%
0.40%
+10.1%
Q2 2021$1,938,000
+4.9%
27,170
-1.2%
0.37%
+2.2%
Q1 2021$1,848,000
+9.7%
27,509
+1.8%
0.36%
+19.6%
Q4 2020$1,685,000
+8.7%
27,012
-5.1%
0.30%
-5.3%
Q3 2020$1,550,000
-0.8%
28,463
-5.5%
0.32%
-6.5%
Q2 2020$1,562,000
+11.3%
30,112
+0.1%
0.34%
-2.3%
Q1 2020$1,404,000
-15.1%
30,091
-4.3%
0.35%
+4.8%
Q4 2019$1,653,000
+10.3%
31,436
+3.4%
0.33%
-0.3%
Q3 2019$1,499,000
+8.7%
30,389
+7.8%
0.33%
-14.4%
Q2 2019$1,379,000
+7.2%
28,200
+2.5%
0.39%
-0.8%
Q1 2019$1,286,00027,5100.39%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Wealth Management, LLC 86,945$3,669,0000.91%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 49,209$2,099,0000.83%
Patriot Financial Group Insurance Agency, LLC 6,307$266,0000.28%
LPL Financial LLC 796,955$33,789,0000.23%
Hochman Cole Investment Advisors, Inc. 7,192$307,0000.22%
Aldebaran Financial Inc. 5,070$216,0000.16%
Cambridge Investment Research Advisors, Inc. 190,815$8,138,0000.14%
IFP Advisors, Inc 56,909$2,427,0000.11%
Stratos Wealth Partners, LTD. 34,899$1,488,0000.08%
First Heartland Consultants, Inc. 6,701$286,0000.08%
View complete list of VICTORY PORTFOLIOS II shareholders