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Victory Portfolios Ii shares owned by CWM

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

Historical chart of CWM investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 111k 21.56

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Victory Portfolios Ii

Victory Capital Management
Monticello Wealth Management
Goldstein Advisors
Elk River Wealth Management
CWM
Resources Investment Advisors
Flow Traders US
Steward Partners Investment Advisory
LexAurum Advisors
Citadel Advisors
Susquehanna International
Brian McDonald

View all funds holding Victory Portfolios Ii