Purchases and Sales Made in Q2 2025 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
302K+ 121.1% |
$15.2M - $15.3M
|
551K
$27.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217K+ 75.11% |
$10.9M - $11M
|
505K
$25.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
201KNew |
$10.1M - $10.2M
|
201K
$10.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
75.2K+ 84.13% |
$3.78M - $3.82M
|
165K
$8.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
49K+ 7.86% |
$2.46M - $2.49M
|
673K
$34.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24.7K+ 5.9% |
$1.24M - $1.26M
|
444K
$22.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 13.11% |
$1.16M - $1.17M
|
199K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.5K+ 32.05% |
$929K - $941K
|
76.2K
$3.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$785K - $795K
|
15.6K
$793K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.2K+ 58.67% |
$713K - $721K
|
38.4K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
13.9K+ 150.52% |
$700K - $709K
|
23.2K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.6K+ 41.84% |
$683K - $691K
|
46.1K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.98K+ 6.28% |
$501K - $507K
|
169K
$8.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.89K+ 8.14% |
$497K - $503K
|
131K
$6.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.5K+ 15.26% |
$477K - $483K
|
71.7K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.36K+ 86.47% |
$470K - $476K
|
20.2K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.42KNew |
$372K - $377K
|
7.42K
$376K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.22K+ 17.52% |
$363K - $367K
|
48.4K
$2.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.57K+ 4.73% |
$330K - $334K
|
146K
$7.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.07K+ 4.7% |
$305K - $309K
|
135K
$6.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.43K+ 16.22% |
$273K - $276K
|
38.9K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.08KNew |
$255K - $258K
|
5.08K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.97KNew |
$199K - $202K
|
3.97K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.83K+ 15.72% |
$192K - $195K
|
28.2K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.8K+ 49.74% |
$191K - $193K
|
11.4K
$580K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.8K+ 28.0% |
$191K - $193K
|
17.4K
$880K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.7K+ 18.05% |
$186K - $188K
|
24.2K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.47K+ 6.33% |
$174K - $177K
|
58.4K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.45K+ 24.96% |
$173K - $175K
|
17.3K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.38K+ 3.55% |
$170K - $172K
|
98.5K
$4.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
2.24K+ 2.86% |
$113K - $114K
|
80.6K
$4.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.91K+ 7.26% |
$95.8K - $97K
|
28.2K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.47K+ 26.01% |
$74K - $74.9K
|
7.14K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
970+ 13.72% |
$48.7K - $49.3K
|
8.04K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
796+ 6.84% |
$40K - $40.5K
|
12.4K
$630K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
792+ 9.77% |
$39.8K - $40.2K
|
8.9K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
499+ 6.72% |
$25.1K - $25.4K
|
7.92K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
189New |
$9.49K - $9.6K
|
189
$9.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
57+ 0.37% |
$2.86K - $2.9K
|
15.4K
$779K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51+ 0.33% |
$2.56K - $2.59K
|
15.7K
$795K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
31+ 0.63% |
$1.56K - $1.58K
|
4.93K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.22% |
$1.31K - $1.32K
|
12.1K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.43% |
$1.21K - $1.22K
|
5.62K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5New |
$251 - $254
|
5
$253
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-27- 0.6% |
$1.36K - $1.37K
|
4.45K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 0.25% |
$3.51K - $3.56K
|
28.5K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-379- 6.7% |
$19K - $19.3K
|
5.28K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 1.17% |
$21.3K - $21.6K
|
36K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-751- 17.6% |
$37.7K - $38.2K
|
3.52K
$178K
|