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Victory Portfolios Ii shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 1.1k 22.00

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View all positions for Comprehensive Financial Planning

Top funds holding Victory Portfolios Ii

Victory Capital Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Cahaba Wealth Management
Retirement Planning Group
Merit Financial Group
Monticello Wealth Management
Advisor Group Holdings
Goldstein Advisors
Correct Capital Wealth Management
CI Private Wealth
Elk River Wealth Management
Madison Wealth Partners
Huntleigh Advisors
U.S. Capital Wealth Advisors
Impact Investors

View all funds holding Victory Portfolios Ii