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Victory Portfolios Ii shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Victory Portfolios Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Victory Portfolios Ii by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $30M 1.4M 21.57

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Victory Portfolios Ii Core Intrmediate (UBND)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

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