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Victory Portfolios Ii shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii (VFLO) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $719k 19k 37.74

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth 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