Horizons Wealth Management’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Horizons Wealth Management’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 Q4	–	Sell	-6,643	Closed	-$193K	–	191
2023 Q3	$193K	Sell	6,643 -550	-8%	-$16.7K	0.14%	64
2023 Q2	$223K	Sell	7,193 -254	-3%	-$7.97K	0.16%	60
2023 Q1	$232K	Sell	7,447 -161	-2%	-$5.04K	0.17%	57
2022 Q4	$234K	Sell	7,608 -66	-0.9%	-$1.99K	0.19%	54
2022 Q3	$222K	Hold	7,674	–	–	0.2%	48
2022 Q2	$229K	Buy	+7,674	New	+$233K	0.19%	51

Other funds holding CIZ

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

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

Horizons Wealth Management's CIZ Position: Q4 2023 in Review

Horizons Wealth Management sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q4 2023, closing a stake of 6,643 shares — an estimated $193K sold.

Horizons Wealth Management first reported a position in CIZ in Q2 2022 and held it in 6 quarters. The position peaked at $234K in Q4 2022. 20 funds tracked by Wall St. Rank hold CIZ as of Q4 2023.

Horizons Wealth Management reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q4 2023 after selling out during the quarter.
Horizons Wealth Management sold 6,643 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q4 2023, an estimated $193K.
Horizons Wealth Management first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2022 and held it in 6 quarters.
Horizons Wealth Management's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $234K in Q4 2022.
20 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2023.

Based on Horizons Wealth Management's 13F filing for Q4 2023, filed 8 Jan 2024.