CALTON & ASSOCIATES, INC. - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 72 filers reported holding VICTORY PORTFOLIOS II in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$1,159,290
-7.6%
20,127
-2.7%
0.54%
-7.0%
Q1 2023$1,254,324
-69.0%
20,692
-68.3%
0.58%
-62.9%
Q4 2022$4,050,237
+3.8%
65,253
-0.7%
1.57%
-29.8%
Q3 2022$3,902,000
+43.4%
65,739
+59.7%
2.24%
+47.8%
Q2 2022$2,721,000
+107.6%
41,170
+125.5%
1.51%
+288.7%
Q1 2022$1,311,000
+3.0%
18,257
-0.2%
0.39%
+14.4%
Q4 2021$1,273,000
+4.7%
18,291
-3.2%
0.34%
+27.8%
Q3 2021$1,216,000
+3.1%
18,895
+3.5%
0.27%
+18.8%
Q2 2021$1,179,000
+1.2%
18,251
-2.4%
0.22%
-1.3%
Q1 2021$1,165,000
+19.6%
18,691
+3.3%
0.23%
+30.5%
Q4 2020$974,000
+2.3%
18,097
-9.8%
0.17%
-11.2%
Q3 2020$952,000
-15.4%
20,073
-16.9%
0.20%
-20.0%
Q2 2020$1,125,000
+12.7%
24,163
+0.2%
0.24%
-0.8%
Q1 2020$998,000
-15.4%
24,104
+0.2%
0.25%
+4.2%
Q4 2019$1,179,000
+11.0%
24,049
+5.4%
0.24%
+0.4%
Q3 2019$1,062,000
+11.8%
22,824
+9.4%
0.24%
-11.9%
Q2 2019$950,000
+13.6%
20,858
+11.1%
0.27%
+5.1%
Q1 2019$836,00018,7800.26%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2020
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,449,370$104,152,00011.38%
Garrett Wealth Advisory Group, LLC 261,618$18,800,0009.64%
SILVER OAK SECURITIES, INCORPORATED 539,825$38,964,0007.92%
Financial Sense Advisors, Inc. 162,377$11,668,0004.37%
Pacific Center for Financial Services 162,377$11,668,0004.17%
Provident Wealth Management, LLC 86,243$6,197,0003.76%
Keystone Financial Group 209,177$15,031,0002.55%
Fulcrum Equity Management 53,973$3,879,0002.30%
Fermata Advisors, LLC 76,338$5,486,0002.06%
MONECO Advisors, LLC 69,162$4,970,0001.83%
View complete list of VICTORY PORTFOLIOS II shareholders