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Victory Portfolios Ii cemp us 500 vola shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 79k 90.98
2025-06-30 $7.6M 86k 87.96
2025-03-31 $7.0M 83k 84.44

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Victory Portfolios Ii cemp us 500 vola

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
Larson Financial Group

View all funds holding Victory Portfolios Ii cemp us 500 vola