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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Key Financial Inc's CFA Position: Q2 2026 in Review

Key Financial Inc held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q2 2026 at 400 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #586.

Key Financial Inc first reported a position in CFA in Q2 2024 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold CFA as of Q2 2026.

Key Financial Inc held 400 shares of VictoryShares US 500 Volatility Wtd ETF worth $39.5K as of Q2 2026.
Key Financial Inc left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US 500 Volatility Wtd ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #586 holding.
Key Financial Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2024 and has held it in 9 quarters since.
81 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.