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Victory Portfolios Ii shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 238k 37.50
2025-06-30 $8.4M 238k 35.35
2025-03-31 $8.3M 241k 34.28

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Victory Portfolios Ii

LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Raymond James Financial
Victory Capital Management
Hanson McClain Advisors
UBS Group
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Smith Anglin Financial
Merit Financial Group
Traphagen Investment Advisors
Miracle Mile Advisors
Envestnet Asset Management

View all funds holding Victory Portfolios Ii