FWA
CIZ

Freedom Wealth Alliance’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-4,563
Closed -$140K – 480
2022
Q4 		$140K Buy
+4,563
New +$137K 0.2% 75

Other funds holding CIZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Freedom Wealth Alliance's CIZ Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2023, closing a stake of 4,563 shares — an estimated $140K sold.

Freedom Wealth Alliance first reported a position in CIZ in Q4 2022 and held it in 1 quarter. The position peaked at $140K in Q4 2022. 18 funds tracked by Wall St. Rank hold CIZ as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 4,563 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $140K.
  • Freedom Wealth Alliance first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $140K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.