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Victory Portfolios Ii shares owned by CWM

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

Historical chart of CWM investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $590k 27k 22.07
2025-06-30 $723k 33k 21.84
2025-03-31 $929k 43k 21.80
2024-12-31 $932k 44k 21.36
2024-09-30 $986k 44k 22.24
2024-06-30 $968k 45k 21.40
2024-03-31 $2.4M 111k 21.56

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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