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 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
42.7K+ 721.57% |
$2.17M - $2.18M
|
48.6K
$2.47M
|
|
|
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 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 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 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
|
|