Financial Enhancement Group LLC UIVM — VICTORY PORTFOLIOS II

Ownership history in Financial Enhancement Group LLC  ·  27 quarters on record

AI Ownership Summary

Financial Enhancement Group LLC reported VICTORY PORTFOLIOS II (UIVM) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows UIVM at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UIVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Enhancement Group LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UIVM was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UIVM stock page Financial Enhancement Group LLC fund profile Financial Enhancement Group LLC full holdings
How Financial Enhancement Group LLC held UIVM — position size vs. price
% of Fund (quarterly)    UIVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,054 -68 -0.3% 0.20% $1.6M 2026-04-20 $71.58
2025 Q4 ADDED — — — 22,122 +464 +2.1% 0.19% $1.5M 2026-01-23 $67.04
2025 Q3 ADDED — — — 21,658 +1,128 +5.5% 0.18% $1.3M 2025-10-09 $59.74
2025 Q2 ADDED — — — 20,530 +976 +5.0% 0.17% $1.2M 2025-07-14 $56.99
2025 Q1 ADDED — — — 19,554 +7,944 +68.4% 0.16% $1.0M 2025-04-23 $49.88
2024 Q4 ADDED — — — 11,610 +3,211 +38.2% 0.08% $531K 2025-01-14 $43.70
2024 Q3 REDUCED 25.4% -6.9% ✅ 8,399 -2,866 -25.4% 0.07% $365K 2024-10-31 $45.16
2024 Q2 ADDED — — — 11,265 +118 +1.1% 0.09% $537K 2024-08-02 $43.48
2024 Q1 ADDED — — — 11,147 +227 +2.1% 0.09% $524K 2024-04-15 $42.92
2023 Q4 ADDED — — — 10,920 +1,261 +13.1% 0.09% $491K 2024-01-18 $40.93
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UIVM

As of 2026 Q1 — sorted by position size

Empirical Asset Management, LLC 3Y 0.39% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.16% FLOW TRADERS U.S. LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.02% Perigon Wealth Management, LLC 3Y 7Y 0.01% World Investment Advisors 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%

FAQ About Financial Enhancement Group LLC and UIVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Enhancement Group LLC reported owning UIVM?

Financial Enhancement Group LLC reported UIVM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UIVM position in Financial Enhancement Group LLC's portfolio?

The largest reported portfolio weight for UIVM was 0.20% in 2026 Q1.

What is the latest reported UIVM position on this page?

The most recent filing on this page is 2026 Q1, when Financial Enhancement Group LLC reported 22,054 shares, equal to 0.20% of portfolio, with an estimated market value of $1.6M.

What does the chart on this UIVM ownership page compare?

The chart compares Financial Enhancement Group LLC's quarterly UIVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Enhancement Group LLC time their UIVM position?

Based on 13F filing dates vs. subsequent UIVM price moves, Financial Enhancement Group LLC correctly timed 16 out of 26 reported position changes (62%). The annualised alpha on UIVM relative to SPY over the holding period was -3.6%.

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