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Virtus Etf Tr Ii shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Virtus Etf Tr Ii (KMID) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Virtus Etf Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Virtus Etf Tr Ii held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Etf Tr Ii by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 176k 24.67
2025-06-30 $4.3M 170k 25.07
2025-03-31 $3.8M 161k 23.72
2024-12-31 $3.7M 151k 24.32

More positions owned by Keystone Financial Services

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

Top funds holding Virtus Etf Tr Ii

Kayne Anderson Rudnick Investment Management
New Insight Wealth Advisors
Keystone Financial Services
Allegheny Financial Group
Advisory Resource Group
Cambridge Investment Research Advisors
Citadel Advisors
EverSource Wealth Advisors
Advisor Group Holdings
Steward Partners Investment Advisory
CWM

View all funds holding Virtus Etf Tr Ii