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Victory Portfolios Ii etf shares owned by Planning Directions

Quarter-by-quarter ownership of Victory Portfolios Ii etf (UITB) shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii etf by Planning Directions

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 167k 47.93
2024-06-30 $1.5M 32k 46.01

More positions owned by Planning Directions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Planning Directions

Top funds holding Victory Portfolios Ii etf

Victory Capital Management
Charles Schwab Investment Management
United Services Automobile Association
Orion Portfolio Solutions
Morgan Stanley
Bogart Wealth
Riversedge Advisors
LPL Financial
Bank of America Corporation
Allen Capital Group
Advisor Group Holdings
Alliance Wealth Advisors
Hanson McClain Advisors
MBL Wealth
Cetera Investment Advisers

View all funds holding Victory Portfolios Ii etf