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Victory Portfolios Ii fund shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of Victory Portfolios Ii fund (VSMV) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in Victory Portfolios Ii fund

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii fund held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii fund by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 30k 48.58
2024-06-30 $1.4M 31k 45.44
2024-03-31 $987k 22k 45.24
2023-12-31 $535k 13k 42.07

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

Top funds holding Victory Portfolios Ii fund

Victory Capital Management
Tower Wealth Partners
Great Valley Advisor Group
Morgan Stanley
Royal Bank of Canada
LPL Financial
Trilogy Capital
Raymond James Financial Services Advisors
Bank of America Corporation
Sovereign Financial Group
One Degree Advisors
LexAurum Advisors
Goldman Sachs Group
Raymond James & Associates
Advisor Group Holdings

View all funds holding Victory Portfolios Ii fund