Purchases and Sales Made in Q3 2025 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.39M+ 5778.31% |
$121M - $122M
|
2.43M
$124M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
156K+ 997.4% |
$7.88M - $7.97M
|
172K
$8.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
142K+ 25.68% |
$7.15M - $7.23M
|
693K
$35.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
90.1K+ 13.4% |
$4.56M - $4.61M
|
763K
$38.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
38.4K+ 244.47% |
$1.94M - $1.96M
|
54.1K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
30.3K+ 112.19% |
$1.53M - $1.55M
|
57.2K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
25.7K+ 35.81% |
$1.3M - $1.31M
|
97.4K
$4.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 12.85% |
$1.29M - $1.31M
|
225K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.8K+ 113.01% |
$1.15M - $1.17M
|
43K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
14.2KNew |
$720K - $728K
|
14.2K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
10.8K+ 2.11% |
$546K - $552K
|
524K
$26.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.38K+ 6.2% |
$424K - $428K
|
144K
$7.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.17K+ 6.21% |
$413K - $417K
|
140K
$7.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.14K+ 67.49% |
$411K - $416K
|
20.2K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.53K+ 4.49% |
$330K - $334K
|
152K
$7.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
5.63K+ 1.66% |
$284K - $288K
|
344K
$17.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.25K+ 5.33% |
$265K - $268K
|
104K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.07KNew |
$256K - $259K
|
5.07K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.84KNew |
$245K - $248K
|
4.84K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
4.56K+ 11.72% |
$231K - $233K
|
43.5K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.47K+ 2.63% |
$226K - $229K
|
174K
$8.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.31K+ 43.86% |
$117K - $118K
|
7.59K
$386K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.13K+ 5.93% |
$108K - $109K
|
38.1K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
303+ 6.15% |
$15.3K - $15.5K
|
5.23K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
295+ 25.45% |
$14.9K - $15.1K
|
1.45K
$74K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
258+ 3.48% |
$13K - $13.2K
|
7.67K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
140+ 2.49% |
$7.08K - $7.15K
|
5.76K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
84New |
$4.25K - $4.29K
|
84
$4.28K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-833- 23.7% |
$42.1K - $42.6K
|
2.68K
$137K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-863- 5.61% |
$43.6K - $44.1K
|
14.5K
$739K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 17.41% |
$109K - $110K
|
10.2K
$522K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.24K- 14.89% |
$214K - $217K
|
24.3K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.99K- 35.42% |
$505K - $510K
|
18.2K
$927K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-147K- 27.92% |
$7.41M - $7.5M
|
379K
$19.3M
|