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Victory Portfolios Ii shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $758k 35k 21.73

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

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
Northwestern Mutual Wealth Management Company
Goldstein Advisors
Madison Wealth Partners
Branch Banking & Trust Company
CI Private Wealth
Correct Capital Wealth Management
U.S. Capital Wealth Advisors
Elk River Wealth Management

View all funds holding Victory Portfolios Ii