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Victory Portfolios Ii etf shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Victory Portfolios Ii etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii etf by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 47k 50.99

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Vanguard Wellington Us Multifactor (VFMF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Rooted Wealth Advisors

Top funds holding Victory Portfolios Ii etf

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

View all funds holding Victory Portfolios Ii etf