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Victory Portfolios Ii shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $28M 1.3M 21.37
2024-09-30 $39M 1.8M 22.25
2024-06-30 $30M 1.4M 21.40
2024-03-31 $30M 1.4M 21.57

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

View all positions for Goldstein Advisors

Top funds holding Victory Portfolios Ii

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

View all funds holding Victory Portfolios Ii