Victory Portfolios Ii shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Victory Portfolios Ii
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All positions including Victory Portfolios Ii held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364M | 17M | 22.05 |
| 2025-06-30 | $366M | 17M | 21.85 |
| 2025-03-31 | $84M | 3.9M | 21.80 |
| 2024-12-31 | $63M | 2.9M | 21.37 |
| 2024-09-30 | $28M | 1.3M | 22.25 |
| 2024-06-30 | $14M | 636k | 21.40 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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