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Foundations Investment Advisors »

Victory Portfolios Ii cemp us sm cap h shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii cemp us sm cap h (CSB) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Victory Portfolios Ii cemp us sm cap h

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii cemp us sm cap h held by Foundations 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 sm cap h by Foundations Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$201k	3.7k	53.72
2023-09-30	$219k	4.5k	48.98
2023-06-30	$2.2M	42k	51.34
2023-03-31	$2.1M	41k	51.90

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)

Exchange Listed Fds Tr Cabana Target 10 (TDSC)

Exchange Listed Fds Tr Cabana Moderate (CLSM)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Ishares Tr Core Total Usd (IUSB)

Exchange Listed Fds Tr Cabana Target 7 (TDSB)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Innovator Etfs Tr Defined Wlt Shld (BALT)

Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

Ishares Tr Short Treas Bd (SHV)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr S&p 500 Val Etf (IVE)

Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Victory Portfolios Ii cemp us sm cap h

Bank of America Corporation

UBS Group

CWM

Commonwealth Equity Services

Raymond James Financial Services Advisors

Dynamic Advisors Solutions

Investors Research Corp

Hanson McClain Advisors

Stifel Financial

IAG Wealth Partners

PFG Financial Advisors

Accel Wealth Management

CoreCap Advisors

Western Wealth Management

Raymond James & Associates

View all funds holding Victory Portfolios Ii cemp us sm cap h

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