Key Financial Inc’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Key Financial Inc’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$38.3K	Hold	400	–	–	0.01%	583
2026 Q2	$39.5K	Hold	400	–	–	0.01%	586
2026 Q1	$36.6K	Hold	400	–	–	0.01%	600
2025 Q4	$36.4K	Hold	400	–	–	0.01%	597
2025 Q3	$36.4K	Hold	400	–	–	0.01%	584
2025 Q2	$35.2K	Hold	400	–	–	0.01%	569
2025 Q1	$33.8K	Hold	400	–	–	0.01%	546
2024 Q4	$34K	Hold	400	–	–	0.01%	546
2024 Q3	$34.5K	Hold	400	–	–	0.01%	544
2024 Q2	$31.7K	Buy	+400	New	+$31.7K	0.01%	550

Other funds holding CFA

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Key Financial Inc's CFA Position: Q3 2026 in Review

Key Financial Inc held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q3 2026 at 400 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #583.

Key Financial Inc first reported a position in CFA in Q2 2024 and has held it in 10 quarters since. The position peaked at $39.5K in Q2 2026. 37 funds tracked by Wall St. Rank hold CFA as of Q3 2026.

Key Financial Inc held 400 shares of VictoryShares US 500 Volatility Wtd ETF worth $38.3K as of Q3 2026.
Key Financial Inc left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q3 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #583 holding.
Key Financial Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 10 quarters since.
Key Financial Inc's VictoryShares US 500 Volatility Wtd ETF position peaked at $39.5K in Q2 2026.
37 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.