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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
2024-09-30 $39M 1.8M 22.25

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding Victory Portfolios Ii

Victory Capital Management
Monticello Wealth Management
Retirement Planning Group
Goldstein Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Correct Capital Wealth Management
Elk River Wealth Management
Madison Wealth Partners
Resources Investment Advisors
Jane Street
CWM
Citadel Advisors
Steward Partners Investment Advisory
LexAurum Advisors
Flow Traders US

View all funds holding Victory Portfolios Ii