Congress Wealth Management LLC / DE / »

Victory Portfolios Ii etf shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Victory Portfolios Ii etf (UITB) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii etf held by Congress Wealth Management LLC / DE / 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 etf by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.7M 36k 47.07
2025-03-31 $1.6M 35k 46.94

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Victory Portfolios Ii etf

Victory Capital Management
Charles Schwab Investment Management
Morgan Stanley
United Services Automobile Association
LPL Financial
Bogart Wealth
Wells Fargo & Company
Raymond James Financial
Cetera Investment Advisers
Calamos Wealth Management
Allen Capital Group
Meeder Advisory Services
MBL Wealth
Hanson McClain Advisors
Alliance Wealth Advisors

View all funds holding Victory Portfolios Ii etf