Advantage Investment Management’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Advantage Investment Management’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
2017 Q3	–	Sell	-280	Closed	-$9K	–	1167
2017 Q2	$9K	Hold	280	–	–	﹤0.01%	738
2017 Q1	$9K	Hold	280	–	–	﹤0.01%	718
2016 Q4	$8K	Hold	280	–	–	﹤0.01%	686
2016 Q3	$8K	Sell	280 -178	-39%	-$5.26K	﹤0.01%	674
2016 Q2	$13K	Hold	458	–	–	0.01%	551
2016 Q1	$14K	Hold	458	–	–	0.01%	519
2015 Q4	$15K	Hold	458	–	–	0.01%	518
2015 Q3	$15K	Sell	458 -480	-51%	-$16.4K	0.01%	497
2015 Q2	$33K	Sell	938 -224	-19%	-$8.25K	0.02%	399
2015 Q1	$41K	Buy	1,162 +280	+32%	+$9.77K	0.02%	350
2014 Q4	$30K	Buy	+882	New	+$30.5K	0.02%	368

Other funds holding CIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advantage Investment Management's CIZ Position: Q3 2017 in Review

Advantage Investment Management sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2017, closing a stake of 280 shares — an estimated $9K sold.

Advantage Investment Management first reported a position in CIZ in Q4 2014 and held it in 11 quarters. The position peaked at $41K in Q1 2015. 22 funds tracked by Wall St. Rank hold CIZ as of Q3 2017.

Advantage Investment Management reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2017 after selling out during the quarter.
Advantage Investment Management sold 280 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2017, an estimated $9K.
Advantage Investment Management first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2014 and held it in 11 quarters.
Advantage Investment Management's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $41K in Q1 2015.
22 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.