Tandem Financial »

Victory Portfolios Ii shares owned by Tandem Financial

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

Historical chart of Tandem Financial investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Victory Portfolios Ii by Tandem Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 84k 21.78

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Call Option (Principal) (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Emer (FNDE)
State Str Spdr S&p 500 Etf T Tr Unit Call Option (Principal) (SPY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Quanta Services (PWR)
Goldman Sachs Physical Gold Unit (AAAU)

View all positions for Tandem Financial

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