IA
CIZ

IFP Advisors’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

IFP Advisors’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
-1,130
Closed -$39K – 4685
2022
Q4 		$39K Sell
1,130
-195
-15% -$5.87K ﹤0.01% 2418
2022
Q3 		$46K Hold
1,325
– – ﹤0.01% 2441
2022
Q2 		$46K Hold
1,325
– – ﹤0.01% 2221
2022
Q1 		$46K Buy
+1,325
New +$43.3K ﹤0.01% 2221
2020
Q4 		– Sell
-525
Closed -$15.5K – 3224
2020
Q3 		$15K Hold
525
– – ﹤0.01% 1769
2020
Q2 		$14K Hold
525
– – ﹤0.01% 1713
2020
Q1 		$14K Hold
525
– – ﹤0.01% 1652
2019
Q4 		$18K Sell
525
-1,295
-71% -$41.9K ﹤0.01% 1672
2019
Q3 		$56K Buy
+1,820
New +$56.8K ﹤0.01% 1320
2019
Q1 		$57K Buy
1,819
+1,294
+246% +$40.7K 0.01% 916
2018
Q4 		$16K Sell
525
-460
-47% -$14.5K ﹤0.01% 2277
2018
Q3 		$34K Hold
985
– – ﹤0.01% 2137
2018
Q2 		$33K Hold
985
– – ﹤0.01% 2169
2018
Q1 		$35K Hold
985
– – ﹤0.01% 2029
2017
Q4 		$35K Hold
985
– – ﹤0.01% 2053
2017
Q3 		$34K Buy
+985
New +$32.9K ﹤0.01% 2258
2016
Q4 		– Sell
-1,210
Closed -$36K – 4317
2016
Q3 		$36K Sell
1,210
-1,680
-58% -$49.7K ﹤0.01% 2023
2016
Q2 		$84K Buy
2,890
+1,071
+59% +$32.3K ﹤0.01% 1445
2016
Q1 		$57K Sell
1,819
-596
-25% -$17.6K 0.01% 916
2015
Q4 		$78K Buy
+2,415
New +$77.2K 0.01% 1323

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

IFP Advisors's CIZ Position: Q1 2023 in Review

IFP Advisors sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2023, closing a stake of 1,130 shares — an estimated $39K sold.

IFP Advisors first reported a position in CIZ in Q4 2015 and held it in 20 quarters. The position peaked at $84K in Q2 2016. 18 funds tracked by Wall St. Rank hold CIZ as of Q1 2023.

  • IFP Advisors reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,130 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2023, an estimated $39K.
  • IFP Advisors first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $84K in Q2 2016.
  • 18 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.