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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 50.49% |
$15.8M - $16M
|
940K
$47.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
313K+ 31.57% |
$15.7M - $15.9M
|
1.3M
$66.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
302K+ 121.1% |
$15.2M - $15.3M
|
551K
$28.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217K+ 75.11% |
$10.9M - $11M
|
505K
$25.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
201KNew |
$10.1M - $10.2M
|
201K
$10.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 143.89% |
$7.14M - $7.23M
|
241K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 10.55% |
$5.07M - $5.14M
|
1.06M
$53.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
75.2K+ 84.13% |
$3.78M - $3.82M
|
165K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
57.8K+ 48.82% |
$2.9M - $2.94M
|
176K
$8.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
49K+ 7.86% |
$2.46M - $2.49M
|
673K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46.8K+ 91.32% |
$2.35M - $2.38M
|
98.1K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.6KNew |
$2.19M - $2.22M
|
43.6K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1K+ 8.94% |
$1.61M - $1.63M
|
391K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
31.3K+ 13.43% |
$1.57M - $1.59M
|
264K
$13.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24.7K+ 5.9% |
$1.24M - $1.26M
|
444K
$22.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 13.11% |
$1.16M - $1.17M
|
199K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
20.2K+ 102.8% |
$1.02M - $1.03M
|
39.9K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.9K+ 12.49% |
$951K - $963K
|
171K
$8.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.5K+ 32.05% |
$929K - $941K
|
76.2K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$785K - $795K
|
15.6K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.8K+ 43.04% |
$744K - $753K
|
49.2K
$2.51M
|
|
|
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
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$672K - $680K
|
13.4K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.2KNew |
$562K - $569K
|
11.2K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 5.81% |
$526K - $532K
|
191K
$9.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 51.25% |
$519K - $525K
|
30.5K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.98K+ 6.28% |
$501K - $507K
|
169K
$8.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.9K+ 4.19% |
$497K - $503K
|
246K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.89K+ 8.14% |
$497K - $503K
|
131K
$6.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
9.5K+ 15.26% |
$477K - $483K
|
71.7K
$3.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.36K+ 86.47% |
$470K - $476K
|
20.2K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.32K+ 37.89% |
$468K - $474K
|
33.9K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.08K+ 5.12% |
$456K - $461K
|
186K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.55K+ 52.39% |
$379K - $384K
|
22K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.42KNew |
$372K - $377K
|
7.42K
$378K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.22K+ 17.52% |
$363K - $367K
|
48.4K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.57K+ 4.73% |
$330K - $334K
|
146K
$7.41M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.48KNew |
$325K - $329K
|
6.48K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.07K+ 4.7% |
$305K - $309K
|
135K
$6.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.95K+ 5.51% |
$299K - $302K
|
114K
$5.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.43K+ 16.22% |
$273K - $276K
|
38.9K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
5.42KNew |
$272K - $275K
|
5.42K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.1K+ 7.41% |
$256K - $259K
|
74K
$3.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.08KNew |
$255K - $258K
|
5.08K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.39KNew |
$221K - $223K
|
4.39K
$224K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.99KNew |
$200K - $203K
|
3.99K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.98KNew |
$200K - $202K
|
3.98K
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.97KNew |
$199K - $202K
|
3.97K
$202K
|