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Victory Portfolios Ii shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $132M 6.0M 22.05
2025-06-30 $115M 5.3M 21.85
2025-03-31 $108M 5.0M 21.80
2024-12-31 $79M 3.7M 21.37
2024-09-30 $39M 1.8M 22.25

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning 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