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Keystone Financial Group (Kentucky)’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.17M Sell
69,707
-3,771
-5% -$287K 0.35% 59
2025
Q4 		$5.43M Sell
73,478
-6,357
-8% -$466K 0.4% 51
2025
Q3 		$5.89M Sell
79,835
-2,004
-2% -$145K 0.45% 48
2025
Q2 		$5.83M Sell
81,839
-3,085
-4% -$210K 0.53% 40
2025
Q1 		$5.82M Sell
84,924
-2,214
-3% -$155K 0.59% 35
2024
Q4 		$6.01M Sell
87,138
-10,108
-10% -$717K 0.59% 33
2024
Q3 		$6.79M Buy
+97,246
New +$6.48M 0.87% 20
2024
Q2 		– Sell
-108,590
Closed -$7.16M – 186
2024
Q1 		$7.16M Buy
108,590
+649
+0.6% +$40.5K 1.04% 16
2023
Q4 		$6.55M Sell
107,941
-96,051
-47% -$5.61M 1.14% 15
2023
Q3 		$12M Sell
203,992
-110,225
-35% -$6.77M 2.01% 10
2023
Q2 		$19.4M Buy
+314,217
New +$19.3M 3.29% 5
2022
Q4 		$23.3M Buy
364,550
+6,920
+2% +$457K 4.61% 3
2022
Q3 		$22.9M Sell
357,630
-48,367
-12% -$3.17M 4.65% 3
2022
Q2 		$26.1M Buy
405,997
+5,697
+1% +$395K 5.17% 3
2022
Q1 		$29.6M Buy
400,300
+17,123
+4% +$1.25M 5.03% 3
2021
Q4 		$29.8M Buy
383,177
+28,869
+8% +$2.17M 4.89% 3
2021
Q3 		$25.2M Buy
354,308
+16,437
+5% +$1.2M 4.56% 3
2021
Q2 		$24.1M Buy
337,871
+27,717
+9% +$1.95M 4.37% 3
2021
Q1 		$20.8M Buy
310,154
+8,162
+3% +$528K 4.06% 3
2020
Q4 		$18.8M Buy
301,992
+18,974
+7% +$1.11M 3.92% 3
2020
Q3 		$15.4M Buy
283,018
+11,589
+4% +$625K 3.78% 3
2020
Q2 		$14.1M Buy
271,429
+1,385
+0.5% +$69.9K 3.83% 3
2020
Q1 		$12.6M Sell
270,044
-695
-0.3% -$35.3K 4.18% 3
2019
Q4 		$14.2M Sell
270,739
-12,272
-4% -$621K 3.83% 3
2019
Q3 		$14M Sell
283,011
-15,291
-5% -$749K 4.3% 3
2019
Q2 		$14.6M Buy
298,302
+6,325
+2% +$302K 4.74% 2
2019
Q1 		$13.7M Buy
291,977
+81
+0% +$3.69K 4.86% 3
2018
Q4 		$12.8M Buy
291,896
+36,710
+14% +$1.75M 5.79% 1
2018
Q3 		$13.2M Buy
255,186
+41,775
+20% +$2.15M 5.39% 2
2018
Q2 		$10.5M Buy
213,411
+43,364
+26% +$2.14M 5.87% 2
2018
Q1 		$8.12M Buy
+170,047
New +$8.46M 4.51% 4

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CFO Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 5.1% in Q1 2026, selling an estimated $287K and leaving 69,707 shares worth $5.17M. The position accounts for 0.35% of the portfolio, ranked #59.

Keystone Financial Group (Kentucky) first reported a position in CFO in Q1 2018 and has held it in 31 quarters since. The position peaked at $29.8M in Q4 2021. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 69,707 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $5.17M as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 3,771 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $287K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.35% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #59 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $29.8M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.