CFO β€” VICTORY PORTFOLIOS II

Ownership history in Intrua Financial, LLC  Β·  5 quarters on record

AI Ownership Summary

Intrua Financial, LLC reported VICTORY PORTFOLIOS II (CFO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.61% in 2025 Q1. The latest visible filing shows CFO at 0.43% 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.

What this CFO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intrua Financial, 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

CFO was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

How Intrua Financial, LLC held CFO β€” position size vs. price
% of Fund (quarterly)    CFO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 55,875 -2,133 -3.7% 0.43% $4.1M 2026-04-23 $77.55
2025 Q4 REDUCED 58,008 -2,327 -3.9% 0.45% $4.3M 2026-02-05 $76.04
2025 Q3 ADDED 60,335 +931 +1.6% 0.48% $4.5M 2025-10-29 $72.29
2025 Q2 REDUCED 59,404 -1,511 -2.5% 0.57% $4.2M 2025-08-08 $71.03
2025 Q1 INITIATED 60,915 β€” β€” 0.61% $4.2M 2025-05-28 $68.26

FAQ About Intrua Financial, LLC and CFO

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

How long has Intrua Financial, LLC reported owning CFO?

Intrua Financial, LLC reported CFO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CFO position in Intrua Financial, LLC's portfolio?

The largest reported portfolio weight for CFO was 0.61% in 2025 Q1.

What is the latest reported CFO position on this page?

The most recent filing on this page is 2026 Q1, when Intrua Financial, LLC reported 55,875 shares, equal to 0.43% of portfolio, with an estimated market value of $4.1M.

What does the chart on this CFO ownership page compare?

The chart compares Intrua Financial, LLC's quarterly CFO 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.

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