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Victory Portfolios Ii shares owned by CI Private Wealth

Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 85k 22.25

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding Victory Portfolios Ii

Victory Capital Management
Goldstein Advisors
Retirement Planning Group
Monticello Wealth Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Correct Capital Wealth Management
Elk River Wealth Management
Madison Wealth Partners
Resources Investment Advisors
CI Private Wealth
Citadel Advisors
CWM
Steward Partners Investment Advisory
Jane Street
LexAurum Advisors

View all funds holding Victory Portfolios Ii