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Victory Portfolios Ii etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 97k 50.99
2025-06-30 $3.6M 72k 50.82
2025-03-31 $3.2M 62k 50.65

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

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