Commonwealth Equity Services
CIZ

Commonwealth Equity Services’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Commonwealth Equity Services’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
2019
Q1 		– Sell
-39,921
Closed -$1.23M – 2840
2018
Q4 		$1.23M Buy
39,921
+939
+2% +$29.5K 0.01% 1088
2018
Q3 		$1.33M Sell
38,982
-307,712
-89% -$10.5M 0.01% 1147
2018
Q2 		$11.8M Buy
346,694
+10,293
+3% +$361K 0.06% 278
2018
Q1 		$11.8M Buy
336,401
+318,142
+1,742% +$11.4M 0.06% 263
2017
Q4 		$641K Buy
+18,259
New +$631K ﹤0.01% 1511

Other funds holding CIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return