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Victory Portfolios Ii etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Victory Portfolios Ii etf (UITB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Victory Portfolios Ii etf

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

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Quarterly reported holdings in Victory Portfolios Ii etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $766k 16k 47.52
2025-06-30 $692k 15k 47.07
2025-03-31 $729k 16k 46.94

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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