Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q1 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II VICTORYS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
624KNew |
$31.2M - $31.6M
|
624K
$31.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
458K+ 168.89% |
$22.9M - $23.2M
|
730K
$36.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
249KNew |
$12.5M - $12.6M
|
249K
$12.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
129KNew |
$6.47M - $6.55M
|
129K
$6.54M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
64.3K+ 84.47% |
$3.22M - $3.26M
|
140K
$7.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
62.2KNew |
$3.12M - $3.16M
|
62.2K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.7K+ 27.25% |
$3.09M - $3.13M
|
288K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
34.7K+ 9.03% |
$1.74M - $1.76M
|
419K
$21.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.6KNew |
$1.43M - $1.45M
|
28.6K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20K+ 148.47% |
$1M - $1.01M
|
33.5K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
16.8K+ 16.0% |
$839K - $850K
|
122K
$6.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 67.63% |
$833K - $843K
|
41.2K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.6KNew |
$783K - $793K
|
15.6K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.6K+ 9.39% |
$683K - $692K
|
159K
$8.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.4K+ 6.31% |
$520K - $527K
|
175K
$8.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
9.02K+ 58.79% |
$452K - $457K
|
24.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.12K+ 17.34% |
$406K - $412K
|
54.9K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.07KNew |
$354K - $358K
|
7.07K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.92K+ 1.96% |
$296K - $300K
|
308K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.66KNew |
$284K - $287K
|
5.66K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.98K+ 85.11% |
$249K - $252K
|
10.8K
$548K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.83K+ 2.83% |
$192K - $194K
|
139K
$7.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 10.94% |
$160K - $162K
|
32.3K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.76K+ 17.07% |
$138K - $140K
|
18.9K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
2.31K+ 39.75% |
$115K - $117K
|
8.1K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.48% |
$70.3K - $71.1K
|
14.8K
$749K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.5% |
$61.6K - $62.4K
|
36.4K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
988+ 1.12% |
$49.5K - $50.1K
|
89.4K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
846+ 2.3% |
$42.4K - $42.9K
|
37.7K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
810+ 19.83% |
$40.6K - $41.1K
|
4.9K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422+ 1.78% |
$21.1K - $21.4K
|
24.2K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
306+ 2.61% |
$15.3K - $15.5K
|
12K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
284New |
$14.2K - $14.4K
|
284
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
210+ 2.91% |
$10.5K - $10.6K
|
7.43K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-78- 1.8% |
$3.91K - $3.96K
|
4.27K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-389- 6.5% |
$19.5K - $19.7K
|
5.6K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-411- 6.78% |
$20.6K - $20.8K
|
5.66K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-851- 3.14% |
$42.6K - $43.2K
|
26.3K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-974- 5.98% |
$48.8K - $49.4K
|
15.3K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.66K- 1.52% |
$183K - $185K
|
236K
$11.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.78K- 0.67% |
$190K - $192K
|
559K
$28.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 8.49% |
$232K - $235K
|
50K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-20.5K- 9.45% |
$1.02M - $1.04M
|
196K
$9.93M
|