Atria Wealth Solutions’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-21,089	Closed	-$646K	–	2067
2024 Q2	$646K	Sell	21,089 -1,998	-9%	-$61.8K	0.01%	1108
2024 Q1	$725K	Buy	23,087 +122	+0.5%	+$3.7K	0.01%	1060
2023 Q4	$693K	Sell	22,965 -4,905	-18%	-$142K	0.01%	1042
2023 Q3	$810K	Sell	27,870 -250	-0.9%	-$7.61K	0.01%	911
2023 Q2	$872K	Buy	28,120 +565	+2%	+$17.7K	0.01%	897
2023 Q1	$857K	Buy	27,555 +3,672	+15%	+$115K	0.01%	852
2022 Q4	$735K	Buy	23,883 +1,136	+5%	+$34.2K	0.01%	898
2022 Q3	$657K	Buy	22,747 +6,070	+36%	+$179K	0.01%	891
2022 Q2	$491K	Buy	16,677 +200	+1%	+$6.06K	0.01%	982
2022 Q1	$535K	Buy	+16,477	New	+$538K	0.01%	1032

Other funds holding CIZ

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Atria Wealth Solutions's CIZ Position: Q3 2024 in Review

Atria Wealth Solutions sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2024, closing a stake of 21,089 shares — an estimated $646K sold.

Atria Wealth Solutions first reported a position in CIZ in Q1 2022 and held it in 10 quarters. The position peaked at $872K in Q2 2023. 15 funds tracked by Wall St. Rank hold CIZ as of Q3 2024.

Atria Wealth Solutions reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 21,089 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2024, an estimated $646K.
Atria Wealth Solutions first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $872K in Q2 2023.
15 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.