KAS
CIZ

Kestra Advisory Services’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Kestra Advisory 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
2021
Q1 		– Sell
-6,642
Closed -$210K – 2120
2020
Q4 		$210K Buy
+6,642
New +$196K ﹤0.01% 1689

Other funds holding CIZ

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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services's CIZ Position: Q1 2021 in Review

Kestra Advisory Services sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2021, closing a stake of 6,642 shares — an estimated $210K sold.

Kestra Advisory Services first reported a position in CIZ in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 21 funds tracked by Wall St. Rank hold CIZ as of Q1 2021.

  • Kestra Advisory Services reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 6,642 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2021, an estimated $210K.
  • Kestra Advisory Services first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $210K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.