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Victory Portfolios Ii etf shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Victory Portfolios Ii etf (USTB) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii etf by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 45k 50.99
2025-06-30 $2.0M 40k 50.82
2025-03-31 $998k 20k 50.65

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ciena Corp Com New (CIEN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Global Equity SHS (CGGE)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding Victory Portfolios Ii etf

Victory Capital Management
Merit Financial Group
LPL Financial
Morgan Stanley
Amplius Wealth Advisors
Stonebridge Financial Group
Capital Analysts
Marquette Asset Management
Wealth Enhancement Advisory Services
Broadway Wealth Solutions
Raymond James Financial
Warren Averett Asset Management
Redhawk Wealth Advisors
Private Advisor
Mot

View all funds holding Victory Portfolios Ii etf