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Victory Portfolios Ii shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $121M 5.5M 22.05

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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