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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
2025-09-30 $12M 241k 47.52
2025-06-30 $11M 227k 47.07
2025-03-31 $11M 229k 46.94
2024-12-31 $10M 217k 45.96
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)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

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