Retirement Planning Group »

Victory Portfolios Ii victoryshs smlcp shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Victory Portfolios Ii victoryshs smlcp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Victory Portfolios Ii victoryshs smlcp by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 63k 90.56
2025-06-30 $5.9M 71k 83.91
2025-03-31 $1.3M 17k 78.74

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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