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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
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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