CI Private Wealth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Victory Portfolios Ii by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 599k 22.05
2025-06-30 $9.1M 418k 21.85
2025-03-31 $6.8M 312k 21.80
2024-12-31 $4.7M 219k 21.37
2024-09-30 $1.9M 85k 22.25

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

Top funds holding Victory Portfolios Ii

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Victory Capital Management
Cahaba Wealth Management
Retirement Planning Group
Merit Financial Group
Monticello Wealth Management
Goldstein Advisors
Correct Capital Wealth Management
Goldman Sachs Group
CI Private Wealth
Elk River Wealth Management
Jane Street
Advisor Group Holdings
Huntleigh Advisors
Impact Investors

View all funds holding Victory Portfolios Ii