Back to IW Integrated Wealth Concepts LLC

CFOCFO
Showing 8 of 30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VICTORY PORTFOLIOS II

Integrated Wealth Concepts LLC holds 199,649 shares of CFO (VICTORY PORTFOLIOS II), worth $16M as of 2026-Q2. The position was increased (+96.3% shares). CFO represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$16M

Current Shares

199,649

Total Value Change

+$8.1M

Total Shares Change

+86,290

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
199,649
+96.3%
$16M0.1%$79.96
45
2026-Q1
Decreased
101,720
-0.8%
$7.5M0.1%$73.81
0
2025-Q4
Decreased
102,567
-2.3%
$7.6M0.1%$73.24
0
2025-Q3
Decreased
105,015
-2.4%
$7.7M0.1%$72.96
0
2025-Q2
Decreased
107,573
-2.3%
$7.7M0.1%$70.25
0
2025-Q1
Decreased
110,070
-4.5%
$7.5M0.1%$67.27
0
2024-Q4
Increased
115,266
+1.7%
$7.9M0.1%$67.44
28
2024-Q3
Decreased
113,359
-4.5%
$7.9M0.1%$68.08
0

Other major holders of CFO: Steward Partners Investment Advisory, LLC, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used