KFGK
CIZ

Keystone Financial Group (Kentucky)’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio CIZ Stock Details CIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,213
Closed -$227K – 360
2024
Q1 		$227K Buy
+7,213
New +$219K 0.03% 307
2021
Q4 		– Sell
-5,997
Closed -$201K – 317
2021
Q3 		$201K Sell
5,997
-244
-4% -$8.44K 0.04% 279
2021
Q2 		$213K Sell
6,241
-290
-4% -$9.87K 0.04% 278
2021
Q1 		$212K Hold
6,531
– – 0.04% 264
2020
Q4 		$205K Buy
+6,531
New +$193K 0.04% 250
2020
Q3 		– Sell
-8,187
Closed -$220K – 243
2020
Q2 		$220K Sell
8,187
-138
-2% -$3.6K 0.06% 203
2020
Q1 		$212K Sell
8,325
-6,338
-43% -$193K 0.07% 183
2019
Q4 		$489K Sell
14,663
-5,379
-27% -$174K 0.13% 129
2019
Q3 		$628K Sell
20,042
-17,943
-47% -$560K 0.19% 103
2019
Q2 		$1.22M Sell
37,985
-3,531
-9% -$112K 0.4% 64
2019
Q1 		$1.31M Sell
41,516
-3,795
-8% -$119K 0.47% 58
2018
Q4 		$1.39M Sell
45,311
-1,539
-3% -$48.4K 0.63% 43
2018
Q3 		$1.6M Sell
46,850
-4,164
-8% -$142K 0.65% 46
2018
Q2 		$1.7M Buy
51,014
+14,165
+38% +$496K 0.95% 32
2018
Q1 		$1.27M Buy
36,849
+14,195
+63% +$507K 0.71% 39
2017
Q4 		$816K Buy
+22,654
New +$783K 0.51% 41

Other funds holding CIZ

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CIZ Position: Q2 2024 in Review

Keystone Financial Group (Kentucky) sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q2 2024, closing a stake of 7,213 shares — an estimated $227K sold.

Keystone Financial Group (Kentucky) first reported a position in CIZ in Q4 2017 and held it in 16 quarters. The position peaked at $1.7M in Q2 2018. 21 funds tracked by Wall St. Rank hold CIZ as of Q2 2024.

  • Keystone Financial Group (Kentucky) reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 7,213 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $227K.
  • Keystone Financial Group (Kentucky) first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2017 and held it in 16 quarters.
  • Keystone Financial Group (Kentucky)'s VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $1.7M in Q2 2018.
  • 21 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q2 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2024, filed 31 Jul 2024.