Carroll Financial Associates’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Carroll Financial Associates’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
2021 Q4	$7K	Hold	215	–	–	﹤0.01%	1278
2021 Q3	$7K	Hold	215	–	–	﹤0.01%	1330
2021 Q2	$7K	Hold	215	–	–	﹤0.01%	1389
2021 Q1	$6K	Hold	215	–	–	﹤0.01%	1352
2020 Q4	$6K	Hold	215	–	–	﹤0.01%	1245
2020 Q3	$5K	Hold	215	–	–	﹤0.01%	1208
2020 Q2	$5K	Sell	215 -64	-23%	-$1.67K	﹤0.01%	1223
2020 Q1	$7K	Hold	279	–	–	﹤0.01%	1053
2019 Q4	$9K	Hold	279	–	–	﹤0.01%	1116
2019 Q3	$8K	Sell	279 -111	-28%	-$3.46K	﹤0.01%	1092
2019 Q2	$12K	Sell	390 -1,183	-75%	-$37.5K	﹤0.01%	970
2019 Q1	$49K	Buy	+1,573	New	+$49.4K	﹤0.01%	573

Other funds holding CIZ

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carroll Financial Associates's CIZ Position: Q4 2021 in Review

Carroll Financial Associates held its VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) position steady in Q4 2021 at 215 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Carroll Financial Associates first reported a position in CIZ in Q1 2019 and has held it in 12 quarters since. The position peaked at $49K in Q1 2019. 18 funds tracked by Wall St. Rank hold CIZ as of Q4 2021.

Carroll Financial Associates held 215 shares of VictoryShares Developed Enhanced Volatility Wtd ETF worth $7K as of Q4 2021.
Carroll Financial Associates left its VictoryShares Developed Enhanced Volatility Wtd ETF share count unchanged in Q4 2021.
VictoryShares Developed Enhanced Volatility Wtd ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1278 holding.
Carroll Financial Associates first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2019 and has held it in 12 quarters since.
Carroll Financial Associates's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $49K in Q1 2019.
18 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.