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Keystone Financial Group (Kentucky)’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CDC Stock Details CDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Sell
27,276
-5,588
-17% -$407K 0.12% 137
2026
Q1 		$2.35M Buy
32,864
+1,112
+4% +$78.6K 0.16% 114
2025
Q4 		$2.09M Sell
31,752
-1,298
-4% -$85.7K 0.15% 103
2025
Q3 		$2.21M Sell
33,050
-856
-3% -$56.1K 0.17% 94
2025
Q2 		$2.16M Sell
33,906
-1,401
-4% -$87.4K 0.19% 90
2025
Q1 		$2.32M Sell
35,307
-1,219
-3% -$78.5K 0.24% 86
2024
Q4 		$2.29M Sell
36,526
-2,232
-6% -$145K 0.22% 85
2024
Q3 		$2.52M Buy
+38,758
New +$2.4M 0.32% 60
2024
Q2 		– Sell
-46,084
Closed -$2.74M – 183
2024
Q1 		$2.74M Sell
46,084
-4,349
-9% -$246K 0.4% 54
2023
Q4 		$2.85M Sell
50,433
-69,370
-58% -$3.88M 0.5% 45
2023
Q3 		$6.69M Sell
119,803
-95,187
-44% -$5.41M 1.12% 20
2023
Q2 		$12.4M Buy
+214,990
New +$12.7M 2.11% 9
2022
Q4 		$14.8M Buy
239,189
+8,904
+4% +$556K 2.93% 6
2022
Q3 		$13.7M Buy
230,285
+4,295
+2% +$285K 2.77% 6
2022
Q2 		$14.9M Buy
225,990
+16,813
+8% +$1.17M 2.96% 6
2022
Q1 		$15M Buy
209,177
+27,910
+15% +$1.96M 2.55% 6
2021
Q4 		$12.6M Buy
181,267
+8,127
+5% +$546K 2.07% 8
2021
Q3 		$11.1M Buy
173,140
+9,532
+6% +$624K 2.02% 7
2021
Q2 		$10.6M Buy
163,608
+18,828
+13% +$1.23M 1.91% 7
2021
Q1 		$9.02M Buy
144,780
+42,450
+41% +$2.45M 1.76% 9
2020
Q4 		$5.51M Sell
102,330
-23,247
-19% -$1.19M 1.15% 19
2020
Q3 		$5.95M Sell
125,577
-16,996
-12% -$811K 1.46% 12
2020
Q2 		$6.64M Sell
142,573
-1,440
-1% -$65.7K 1.8% 10
2020
Q1 		$5.96M Buy
144,013
+5,298
+4% +$243K 1.98% 8
2019
Q4 		$6.8M Buy
138,715
+1,031
+0.7% +$48.9K 1.83% 8
2019
Q3 		$6.41M Buy
137,684
+8,207
+6% +$373K 1.97% 7
2019
Q2 		$5.9M Buy
129,477
+291
+0.2% +$13.1K 1.92% 7
2019
Q1 		$5.75M Buy
129,186
+1,952
+2% +$85.3K 2.05% 6
2018
Q4 		$5.38M Buy
127,234
+19,929
+19% +$905K 2.43% 4
2018
Q3 		$5.08M Buy
107,305
+17,890
+20% +$850K 2.08% 6
2018
Q2 		$4.12M Buy
89,415
+18,740
+27% +$858K 2.3% 4
2018
Q1 		$3.15M Buy
70,675
+19,395
+38% +$897K 1.75% 10
2017
Q4 		$2.4M Buy
+51,280
New +$2.34M 1.49% 15

Other funds holding CDC

LPL Financial
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
AFW
Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CDC Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) stake by 17% in Q2 2026, selling an estimated $407K and leaving 27,276 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #137.

Keystone Financial Group (Kentucky) first reported a position in CDC in Q4 2017 and has held it in 33 quarters since. The position peaked at $15M in Q1 2022. 55 funds tracked by Wall St. Rank hold CDC as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 27,276 shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF worth $2.03M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 5,588 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q2 2026, an estimated $407K.
  • VictoryShares US EQ Income Enhanced Volatility Wtd ETF made up 0.12% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #137 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q4 2017 and has held it in 33 quarters since.
  • Keystone Financial Group (Kentucky)'s VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $15M in Q1 2022.
  • 55 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.