Keystone Financial Group (Kentucky)’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CDL Stock Details CDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Hold	3,002	–	–	0.01%	497
2026 Q1	$224K	Buy	+3,002	New	+$221K	0.02%	461
2025 Q2	–	Sell	-3,529	Closed	-$242K	–	431
2025 Q1	$242K	Sell	3,529 -4,619	-57%	-$310K	0.02%	338
2024 Q4	$532K	Sell	8,148 -832	-9%	-$56.4K	0.05%	203
2024 Q3	$609K	Buy	+8,980	New	+$580K	0.08%	169
2024 Q2	–	Sell	-8,980	Closed	-$558K	–	184
2024 Q1	$558K	Hold	8,980	–	–	0.08%	162
2023 Q4	$525K	Sell	8,980 -51	-0.6%	-$2.81K	0.09%	145
2023 Q3	$490K	Hold	9,031	–	–	0.08%	159
2023 Q2	$511K	Buy	+9,031	New	+$509K	0.09%	155
2022 Q4	$532K	Hold	9,031	–	–	0.11%	142
2022 Q3	$479K	Hold	9,031	–	–	0.1%	145
2022 Q2	$525K	Sell	9,031 -504	-5%	-$30.9K	0.1%	144
2022 Q1	$602K	Sell	9,535 -95	-1%	-$5.84K	0.1%	143
2021 Q4	$589K	Sell	9,630 -3,030	-24%	-$179K	0.1%	149
2021 Q3	$720K	Sell	12,660 -1,565	-11%	-$90K	0.13%	129
2021 Q2	$806K	Sell	14,225 -686	-5%	-$39.1K	0.15%	126
2021 Q1	$816K	Sell	14,911 -1,612	-10%	-$81.6K	0.16%	121
2020 Q4	$778K	Sell	16,523 -13,806	-46%	-$614K	0.16%	114
2020 Q3	$1.23M	Sell	30,329 -2,403	-7%	-$98K	0.3%	78
2020 Q2	$1.29M	Hold	32,732	–	–	0.35%	66
2020 Q1	$1.15M	Buy	32,732 +1,825	+6%	+$82.6K	0.38%	65
2019 Q4	$1.56M	Buy	30,907 +1,351	+5%	+$66.1K	0.42%	59
2019 Q3	$1.42M	Buy	29,556 +1,944	+7%	+$91.3K	0.44%	53
2019 Q2	$1.3M	Sell	27,612 -176	-0.6%	-$8.17K	0.42%	58
2019 Q1	$1.28M	Sell	27,788 -227	-0.8%	-$10.1K	0.45%	64
2018 Q4	$1.16M	Buy	28,015 +94	+0.3%	+$4.15K	0.52%	55
2018 Q3	$1.29M	Sell	27,921 -5,092	-15%	-$235K	0.53%	58
2018 Q2	$1.48M	Sell	33,013 -345	-1%	-$15.4K	0.83%	37
2018 Q1	$1.45M	Buy	+33,358	New	+$1.5M	0.8%	34

Other funds holding CDL

AFW

Atlantic Family Wealth Coral Gables, Florida $156M AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) held its VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) position steady in Q2 2026 at 3,002 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #497.

Keystone Financial Group (Kentucky) first reported a position in CDL in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.56M in Q4 2019. 23 funds tracked by Wall St. Rank hold CDL as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,002 shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $233K as of Q2 2026.
Keystone Financial Group (Kentucky) left its VictoryShares US Large Cap High Div Volatility Wtd ETF share count unchanged in Q2 2026.
VictoryShares US Large Cap High Div Volatility Wtd ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #497 holding.
Keystone Financial Group (Kentucky) first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2018 and has held it in 29 quarters since.
Keystone Financial Group (Kentucky)'s VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $1.56M in Q4 2019.
23 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q2 2026.

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