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Victory Portfolios Ii shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0M 65k 45.75

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Victory Portfolios Ii

Bank of America Corporation
LPL Financial
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Raymond James Financial
Victory Capital Management
UBS Group
Merit Financial Group
Ameriprise Financial
HighTower Advisors
Modern Wealth Management
Hanson McClain Advisors
Envestnet Asset Management
Royal Bank of Canada

View all funds holding Victory Portfolios Ii