KFGK
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Keystone Financial Group (Kentucky)’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Buy
8,138
+70
+0.9% +$5.16K 0.04% 295
2026
Q1 		$590K Buy
8,068
+3,162
+64% +$234K 0.04% 267
2025
Q4 		$350K Buy
4,906
+34
+0.7% +$2.44K 0.03% 316
2025
Q3 		$358K Buy
4,872
+200
+4% +$14.6K 0.03% 295
2025
Q2 		$340K Hold
4,672
– – 0.03% 294
2025
Q1 		$349K Sell
4,672
-4,965
-52% -$359K 0.04% 265
2024
Q4 		$675K Sell
9,637
-303
-3% -$21.9K 0.07% 178
2024
Q3 		$713K Buy
+9,940
New +$683K 0.09% 150
2024
Q2 		– Sell
-14,044
Closed -$925K – 290
2024
Q1 		$925K Sell
14,044
-34,848
-71% -$2.22M 0.13% 115
2023
Q4 		$3.06M Sell
48,892
-6,702
-12% -$403K 0.53% 42
2023
Q3 		$3.27M Buy
55,594
+41,047
+282% +$2.54M 0.55% 35
2023
Q2 		$914K Buy
+14,547
New +$911K 0.16% 104
2022
Q4 		$431K Buy
6,741
+1,283
+24% +$79.6K 0.09% 164
2022
Q3 		$316K Buy
5,458
+296
+6% +$18.7K 0.06% 193
2022
Q2 		$320K Hold
5,162
– – 0.06% 198
2022
Q1 		$346K Buy
5,162
+250
+5% +$16.3K 0.06% 203
2021
Q4 		$337K Sell
4,912
-383
-7% -$24.7K 0.06% 221
2021
Q3 		$322K Sell
5,295
-100
-2% -$6.3K 0.06% 218
2021
Q2 		$329K Sell
5,395
-300
-5% -$18.2K 0.06% 211
2021
Q1 		$331K Sell
5,695
-30,690
-84% -$1.73M 0.06% 197
2020
Q4 		$2.05M Sell
36,385
-11,802
-24% -$648K 0.43% 54
2020
Q3 		$2.58M Sell
48,187
-945
-2% -$50.2K 0.63% 34
2020
Q2 		$2.44M Sell
49,132
-732
-1% -$36K 0.66% 33
2020
Q1 		$2.34M Sell
49,864
-665
-1% -$37.2K 0.78% 30
2019
Q4 		$2.95M Sell
50,529
-3,608
-7% -$207K 0.79% 31
2019
Q3 		$3.13M Buy
54,137
+617
+1% +$34.8K 0.96% 28
2019
Q2 		$2.94M Sell
53,520
-717
-1% -$38.6K 0.96% 27
2019
Q1 		$2.85M Sell
54,237
-3,426
-6% -$172K 1.02% 29
2018
Q4 		$2.69M Sell
57,663
-239
-0.4% -$11.6K 1.22% 22
2018
Q3 		$2.86M Sell
57,902
-589
-1% -$29K 1.17% 23
2018
Q2 		$2.78M Sell
58,491
-1,958
-3% -$91.8K 1.55% 16
2018
Q1 		$2.79M Sell
60,449
-47,908
-44% -$2.27M 1.55% 15
2017
Q4 		$5.02M Buy
+108,357
New +$5.11M 3.12% 6

Other funds holding SPLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.87% in Q2 2026, buying an estimated $5.16K and bringing the position to 8,138 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #295.

Keystone Financial Group (Kentucky) first reported a position in SPLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.02M in Q4 2017. 476 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,138 shares of Invesco S&P 500 Low Volatility ETF worth $610K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 70 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $5.16K.
  • Invesco S&P 500 Low Volatility ETF made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #295 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco S&P 500 Low Volatility ETF in Q4 2017 and has held it in 33 quarters since.
  • Keystone Financial Group (Kentucky)'s Invesco S&P 500 Low Volatility ETF position peaked at $5.02M in Q4 2017.
  • 476 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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