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Victory Portfolios Ii shares owned by SimpliFi

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

Historical chart of SimpliFi investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by SimpliFi

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.7M 134k 35.35
2025-03-31 $4.6M 135k 34.28
2024-12-31 $2.4M 71k 34.09
2024-09-30 $2.3M 69k 33.30

More positions owned by SimpliFi

Ishares U S Etf Tr Inflation Hedg (LQDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SimpliFi

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