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

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

Historical chart of Investment Planning 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 Investment Planning 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $924k 17k 53.44
2024-06-30 $924k 17k 53.44

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Victory Portfolios Ii cemp us sm cap h

Bank of America Corporation
CWM
LPL Financial
Envestnet Asset Management
Stifel Financial
Eagle Strategies
Dynamic Advisors Solutions
Cetera Investment Advisers
Jane Street
Susquehanna International
Investors Research Corp
Hanson McClain Advisors
IAG Wealth Partners
PFG Financial Advisors
Accel Wealth Management

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