Creative Planning
CIZ

Creative Planning’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Creative Planning’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
Q4 		– Sell
-7,646
Closed -$213K – 2527
2020
Q3 		$213K Hold
7,646
– – ﹤0.01% 1645
2020
Q2 		$206K Buy
+7,646
New +$199K ﹤0.01% 1517

Other funds holding CIZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's CIZ Position: Q4 2020 in Review

Creative Planning sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q4 2020, closing a stake of 7,646 shares — an estimated $213K sold.

Creative Planning first reported a position in CIZ in Q2 2020 and held it in 2 quarters. The position peaked at $213K in Q3 2020. 22 funds tracked by Wall St. Rank hold CIZ as of Q4 2020.

  • Creative Planning reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 7,646 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q4 2020, an estimated $213K.
  • Creative Planning first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2020 and held it in 2 quarters.
  • Creative Planning's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $213K in Q3 2020.
  • 22 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.