RPS ADVISORY SOLUTIONS LLC CDC — VICTORY PORTFOLIOS II

Ownership history in RPS ADVISORY SOLUTIONS LLC  ·  8 quarters on record

AI Ownership Summary

RPS ADVISORY SOLUTIONS LLC reported VICTORY PORTFOLIOS II (CDC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.34% in 2024 Q2. The latest visible filing shows CDC at 0.17% 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 CDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RPS ADVISORY SOLUTIONS 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

CDC was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

CDC stock page RPS ADVISORY SOLUTIONS LLC fund profile RPS ADVISORY SOLUTIONS LLC full holdings
How RPS ADVISORY SOLUTIONS LLC held CDC — position size vs. price
% of Fund (quarterly)    CDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,272 -48 -1.1% 0.17% $305K 2026-05-04 $72.40
2025 Q4 REDUCED — — — 4,320 -49 -1.1% 0.13% $285K 2026-02-06 $71.69
2025 Q3 REDUCED — — — 4,369 -4 -0.1% 0.14% $292K 2025-11-14 $64.86
2025 Q2 REDUCED 17.5% +5.1% ❌ 4,373 -928 -17.5% 0.15% $279K 2025-08-06 $62.98
2025 Q1 REDUCED — — — 5,301 -237 -4.3% 0.25% $348K 2025-05-09 $59.99
2024 Q4 REDUCED — — — 5,538 -48 -0.9% 0.22% $347K 2025-02-03 $61.33
2024 Q3 REDUCED 11.1% -3.1% ✅ 5,586 -694 -11.1% 0.26% $363K 2024-10-18 $62.61
2024 Q2 INITIATED — — — 6,280 — — 0.34% $368K 2024-07-25 $57.48

🏢 Other funds also holding CDC

As of 2026 Q1 — sorted by position size

ATLANTIC FAMILY WEALTH, LLC 19.67% SILVER OAK SECURITIES, INCORPORATED 3Y 2.44% Garrett Wealth Advisory Group, LLC 3Y 7Y 1.39% Salus Financial Advisors, LLC 0.72% Axis Wealth Partners, LLC 0.41% Comprehensive Financial Planning, Inc./PA 0.37% Smith Thornton Advisors LLC 0.3% Strategic Blueprint, LLC 3Y 7Y 0.25% Platt Wealth Management LLC 0.21% Keystone Financial Group 3Y 7Y 0.16%

FAQ About RPS ADVISORY SOLUTIONS LLC and CDC

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

How long has RPS ADVISORY SOLUTIONS LLC reported owning CDC?

RPS ADVISORY SOLUTIONS LLC reported CDC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CDC position in RPS ADVISORY SOLUTIONS LLC's portfolio?

The largest reported portfolio weight for CDC was 0.34% in 2024 Q2.

What is the latest reported CDC position on this page?

The most recent filing on this page is 2026 Q1, when RPS ADVISORY SOLUTIONS LLC reported 4,272 shares, equal to 0.17% of portfolio, with an estimated market value of $305K.

What does the chart on this CDC ownership page compare?

The chart compares RPS ADVISORY SOLUTIONS LLC's quarterly CDC 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 RPS ADVISORY SOLUTIONS LLC time their CDC position?

Based on 13F filing dates vs. subsequent CDC price moves, RPS ADVISORY SOLUTIONS LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CDC relative to SPY over the holding period was -4.3%.

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