Benjamin F. Edwards & Company’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Benjamin F. Edwards & Company’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
2020 Q1	–	Sell	-4,620	Closed	-$154K	–	1963
2019 Q4	$154K	Hold	4,620	–	–	0.01%	672
2019 Q3	$145K	Sell	4,620 -350	-7%	-$10.9K	0.01%	644
2019 Q2	$159K	Sell	4,970 -3,780	-43%	-$120K	0.01%	585
2019 Q1	$277K	Hold	8,750	–	–	0.03%	450
2018 Q4	$269K	Hold	8,750	–	–	0.03%	416
2018 Q3	$298K	Hold	8,750	–	–	0.03%	439
2018 Q2	$297K	Hold	8,750	–	–	0.03%	428
2018 Q1	$308K	Hold	8,750	–	–	0.03%	400
2017 Q4	$307K	Buy	8,750 +7,000	+400%	+$242K	0.03%	394
2017 Q3	$60K	Hold	1,750	–	–	0.01%	731
2017 Q2	$57K	Hold	1,750	–	–	0.01%	687
2017 Q1	$54K	Buy	+1,750	New	+$51.8K	0.01%	663

Other funds holding CIZ

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

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

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Benjamin F. Edwards & Company's CIZ Position: Q1 2020 in Review

Benjamin F. Edwards & Company sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2020, closing a stake of 4,620 shares — an estimated $154K sold.

Benjamin F. Edwards & Company first reported a position in CIZ in Q1 2017 and held it in 12 quarters. The position peaked at $308K in Q1 2018. 27 funds tracked by Wall St. Rank hold CIZ as of Q1 2020.

Benjamin F. Edwards & Company reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 4,620 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2020, an estimated $154K.
Benjamin F. Edwards & Company first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2017 and held it in 12 quarters.
Benjamin F. Edwards & Company's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $308K in Q1 2018.
27 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2020, filed 7 May 2020.