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Victory Portfolios Ii cemp us 500 vola shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii cemp us 500 vola (CFA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Victory Portfolios Ii cemp us 500 vola

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii cemp us 500 vola held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii cemp us 500 vola by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 3.0k 90.97
2025-06-30 $294k 3.3k 87.96

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Victory Portfolios Ii cemp us 500 vola

Morgan Stanley
Wells Fargo & Company
Brian McDonald
Northwestern Mutual Wealth Management Company
Raymond James Financial
UBS Group
Private Advisor
LPL Financial
Silver Oak Securities
Envestnet Asset Management
Goldman Sachs Group
Summit Financial
Royal Bank of Canada
Goss Wealth Management
Commonwealth Equity Services

View all funds holding Victory Portfolios Ii cemp us 500 vola