BIG
CIZ

Bellwether Investment Group’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-875
Closed -$25K – 1033
2016
Q4 		$25K Buy
+875
New +$25.1K 0.02% 392
2016
Q2 		$26K Buy
+875
New +$26.4K 0.03% 310

Other funds holding CIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bellwether Investment Group's CIZ Position: Q1 2017 in Review

Bellwether Investment Group sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2017, closing a stake of 875 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in CIZ in Q2 2016 and held it in 2 quarters. The position peaked at $26K in Q2 2016. 19 funds tracked by Wall St. Rank hold CIZ as of Q1 2017.

  • Bellwether Investment Group reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 875 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $26K in Q2 2016.
  • 19 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.