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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217K+ 75.11% |
$10.9M - $11M
|
505K
$25.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
24.7K+ 5.9% |
$1.24M - $1.26M
|
444K
$22.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15.6KNew |
$785K - $795K
|
15.6K
$794K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
9.89K+ 8.14% |
$497K - $503K
|
131K
$6.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.36K+ 86.47% |
$470K - $476K
|
20.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.07K+ 4.7% |
$305K - $309K
|
135K
$6.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.97KNew |
$199K - $202K
|
3.97K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
499+ 6.72% |
$25.1K - $25.4K
|
7.92K
$402K
|
|
|
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
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.43% |
$1.21K - $1.22K
|
5.62K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-27- 0.6% |
$1.36K - $1.37K
|
4.45K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-70- 0.25% |
$3.51K - $3.56K
|
28.5K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 1.17% |
$21.3K - $21.6K
|
36K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.28K- 3.01% |
$265K - $268K
|
170K
$8.63M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-26K- 8.45% |
$1.31M - $1.32M
|
282K
$14.3M
|
|
|
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
$26.7M
|