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 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
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4New |
$201 - $203
|
4
$203
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-782- 0.23% |
$39.3K - $39.7K
|
339K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.38K- 2.65% |
$69.3K - $70.2K
|
50.8K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.14K- 3.55% |
$107K - $109K
|
58.2K
$2.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.2K- 11.61% |
$110K - $112K
|
16.7K
$849K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.39K- 16.13% |
$120K - $121K
|
12.4K
$629K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.16K- 11.05% |
$209K - $212K
|
33.5K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.28K- 3.01% |
$265K - $268K
|
170K
$8.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.3K- 12.68% |
$266K - $269K
|
36.5K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.35K- 16.55% |
$269K - $272K
|
27K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.67K- 17.33% |
$435K - $441K
|
41.4K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-9.92K- 52.78% |
$498K - $504K
|
8.87K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25K- 12.75% |
$1.26M - $1.27M
|
171K
$8.68M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-26K- 8.45% |
$1.31M - $1.32M
|
282K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.2K- 54.48% |
$1.32M - $1.33M
|
21.9K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30K- 21.39% |
$1.51M - $1.53M
|
110K
$5.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-46.3K- 8.29% |
$2.33M - $2.35M
|
513K
$26M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-204K- 27.98% |
$10.2M - $10.4M
|
525K
$26.6M
|