Clearstead Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 68 filers reported holding VICTORY PORTFOLIOS II in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q4 2020$137,000
+14.2%
2,553
+1.0%
0.01%
-7.7%
Q3 2020$120,000
+2.6%
2,528
+0.6%
0.01%
-7.1%
Q2 2020$117,000
+13.6%
2,513
+0.6%
0.01%
-6.7%
Q1 2020$103,0002,4990.02%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2020
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,826,141$113,348,62912.95%
UNIQUE WEALTH, LLC 255,677$15,869,9228.47%
REGIMEN WEALTH, LLC 200,527$12,383,0008.30%
SILVER OAK SECURITIES, INCORPORATED 647,656$40,2007.54%
Cresta Advisors, Ltd. 100,208$6,219,9115.43%
Vantage Financial Partners, LLC 143,686$8,918,6105.31%
Garrett Wealth Advisory Group, LLC 160,596$9,968,2515.12%
Virginia National Bank 21,384$1,327,3044.89%
Provident Wealth Management, LLC 118,994$7,385,9584.34%
Lumature Wealth Partners, LLC 101,100$6,275,2773.51%
View complete list of VICTORY PORTFOLIOS II shareholders