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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Key Financial Inc's CFA Position: Q1 2026 in Review

Key Financial Inc held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 400 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #600.

Key Financial Inc first reported a position in CFA in Q2 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Key Financial Inc held 400 shares of VictoryShares US 500 Volatility Wtd ETF worth $36.6K as of Q1 2026.
  • Key Financial Inc left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #600 holding.
  • Key Financial Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 8 quarters since.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.