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Victory Portfolios Ii victoryshs smlcp shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Victory Portfolios Ii victoryshs smlcp (USVM) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Victory Portfolios Ii victoryshs smlcp

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All positions including Victory Portfolios Ii victoryshs smlcp held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii victoryshs smlcp by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 1.7k 90.55
2025-06-30 $138k 1.6k 83.92
2025-03-31 $183k 2.2k 83.01
2024-12-31 $132k 1.6k 84.21

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Top funds holding Victory Portfolios Ii victoryshs smlcp

Wealth Enhancement Advisory Services
HPM Partners
Victory Capital Management
Systelligence
Anderson Financial Strategies
Retirement Planning Group
Branch Banking & Trust Company
Susquehanna International
NorthCrest Asset Manangement
Vise Technologies
Trilogy Capital
Beacon Financial Advisory
Raymond James Financial
Steward Partners Investment Advisory
LPL Financial

View all funds holding Victory Portfolios Ii victoryshs smlcp