Purchases and Sales Made in Q4 2025 in Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149KNew |
$7.57M - $7.61M
|
149K
$7.58M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
69.1K+ 9.97% |
$3.51M - $3.53M
|
762K
$38.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.7K+ 721.57% |
$2.17M - $2.18M
|
48.6K
$2.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.6K+ 13.73% |
$1.2M - $1.2M
|
195K
$9.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.4K+ 9.41% |
$833K - $837K
|
191K
$9.69M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
14.3K+ 4.75% |
$726K - $730K
|
315K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
8.45K+ 7.28% |
$429K - $431K
|
124K
$6.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.14K+ 3.52% |
$362K - $364K
|
210K
$10.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
6.94KNew |
$352K - $354K
|
6.94K
$352K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.79K+ 4.46% |
$345K - $346K
|
159K
$8.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.74K+ 0.88% |
$343K - $344K
|
770K
$39.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.44K+ 31.85% |
$327K - $329K
|
26.6K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.11K+ 3.55% |
$259K - $261K
|
149K
$7.56M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.89K+ 24.63% |
$96K - $96.5K
|
9.56K
$486K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 29.84% |
$87.3K - $87.8K
|
7.48K
$380K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.52K+ 7.65% |
$77K - $77.4K
|
21.3K
$1.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
93+ 169.09% |
$4.72K - $4.75K
|
148
$7.52K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5- 0.02% |
$254 - $255
|
24.2K
$1.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-20- 0.41% |
$1.02K - $1.02K
|
4.82K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-73- 0.33% |
$3.71K - $3.73K
|
22.2K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-529- 5.16% |
$26.9K - $27K
|
9.72K
$494K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.68K- 1.28% |
$339K - $341K
|
517K
$26.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-35.2K- 36.09% |
$1.79M - $1.79M
|
62.3K
$3.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-138K- 36.54% |
$7.03M - $7.07M
|
240K
$12.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-214K- 42.52% |
$10.9M - $10.9M
|
289K
$14.7M
|
|