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Victory Portfolios Ii shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $37M 1.7M 21.57
2023-12-31 $16M 755k 21.71
2023-09-30 $272k 13k 20.71

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Victory Portfolios Ii

Victory Capital Management
Monticello Wealth Management
Elk River Wealth Management
CWM
Resources Investment Advisors
Steward Partners Investment Advisory
LexAurum Advisors
Citadel Advisors
Susquehanna International
UBS Group
Tradition Wealth Management

View all funds holding Victory Portfolios Ii