Bank of Montreal
CIZ

Bank of Montreal’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Bank of Montreal’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
-20,904
Closed -$657K – 4370
2024
Q1 		$657K Buy
20,904
+3,964
+23% +$120K ﹤0.01% 2252
2023
Q4 		$513K Buy
+16,940
New +$489K ﹤0.01% 2477
2023
Q2 		– Sell
-20,573
Closed -$651K – 4464
2023
Q1 		$651K Buy
+20,573
New +$643K ﹤0.01% 2314

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

Bank of Montreal's CIZ Position: Q2 2024 in Review

Bank of Montreal sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q2 2024, closing a stake of 20,904 shares — an estimated $657K sold.

Bank of Montreal first reported a position in CIZ in Q1 2023 and held it in 3 quarters. The position peaked at $657K in Q1 2024. 21 funds tracked by Wall St. Rank hold CIZ as of Q2 2024.

  • Bank of Montreal reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 20,904 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q2 2024, an estimated $657K.
  • Bank of Montreal first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2023 and held it in 3 quarters.
  • Bank of Montreal's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $657K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.