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Victory Portfolios Ii shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 122k 22.25
2024-06-30 $1.7M 80k 21.40

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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