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Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Victory Capital Management
1
Victory Capital Management
Texas
USD 499 M – – –
Annex Advisory Services
2
Annex Advisory Services
Wisconsin
USD 411 M +USD 26.6 M +1,223,743 +7%
Cahaba Wealth Management
3
Cahaba Wealth Management
Georgia
USD 186 M +USD 8.31 M +382,419 +5%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
USD 177 M +USD 17.5 M +806,012 +11%
Merit Financial Group
5
Merit Financial Group
Georgia
USD 144 M +USD 4.92 M +226,770 +4%
1900 Wealth Management
6
1900 Wealth Management
Texas
USD 89.2 M -USD 5.99 M -275,801 -6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
USD 58 M +USD 19.7 M +908,934 +52%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 45.3 M +USD 664 k +30,579 +1%
Truist Financial
9
Truist Financial
North Carolina
USD 40 M +USD 6.58 M +302,843 +20%
Goldstein Advisors
10
Goldstein Advisors
Wisconsin
USD 39.6 M +USD 2.86 M +131,835 +8%
Madison Wealth Partners
11
Madison Wealth Partners
Wisconsin
USD 37.1 M +USD 2.26 M +103,945 +6%
Corient Private Wealth
12
Corient Private Wealth
Florida
USD 32.3 M +USD 6 M +276,364 +23%
CCWM
13
Correct Capital Wealth Management
Missouri
USD 25.5 M +USD 226 k +10,405 +0.9%
Arax Advisory Partners
14
Arax Advisory Partners
Colorado
USD 11.7 M +USD 11.7 M +540,076 Nuevas
Goldman Sachs
15
Goldman Sachs
New York
USD 9.31 M +USD 9.3 M +428,401 Nuevas
Wells Fargo
16
Wells Fargo
California
USD 8.94 M +USD 8.73 M +401,974 +4,245%
APFP
17
Action Point Financial Planning
Michigan
USD 8.18 M +USD 8.17 M +376,350 Nuevas
Elk River Wealth Management
18
Elk River Wealth Management
Colorado
USD 7.15 M -USD 698 k -32,124 -9%
II
19
Impact Investors
California
USD 6.61 M +USD 1 M +46,092 +18%
LPL Financial
20
LPL Financial
California
USD 5.93 M +USD 2.64 M +121,732 +80%
Raymond James Financial
21
Raymond James Financial
Florida
USD 5.63 M +USD 4.14 M +190,794 +280%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 4.9 M +USD 4.44 M +204,398 +963%
OneDigital Investment Advisors
23
OneDigital Investment Advisors
Kansas
USD 4.4 M +USD 578 k +26,597 +15%
TF
24
Tandem Financial
Colorado
USD 2.31 M +USD 488 k +22,466 +27%
CWM
25
Cornerstone Wealth Management
Missouri
USD 1.37 M +USD 1.37 M +62,911 Nuevas
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