NFG
CIZ

Next Financial Group’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Next Financial Group’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
Q4 		$358K Sell
10,456
-1,041
-9% -$35.4K 0.02% 670
2021
Q3 		$386K Sell
11,497
-156
-1% -$5.4K 0.03% 575
2021
Q2 		$397K Sell
11,653
-3,540
-23% -$120K 0.03% 562
2021
Q1 		$494K Buy
15,193
+764
+5% +$24.6K 0.04% 428
2020
Q4 		$453K Buy
14,429
+1,680
+13% +$49.5K 0.04% 408
2020
Q3 		$355K Buy
12,749
+1,026
+9% +$28.6K 0.04% 449
2020
Q2 		$315K Buy
11,723
+5,350
+84% +$140K 0.04% 403
2020
Q1 		$162K Buy
6,373
+40
+0.6% +$1.22K 0.02% 610
2019
Q4 		$211K Sell
6,333
-1,027
-14% -$33.2K 0.02% 686
2019
Q3 		$231K Sell
7,360
-26
-0.4% -$811 0.03% 611
2019
Q2 		$237K Buy
7,386
+3,786
+105% +$120K 0.03% 601
2019
Q1 		$114K Sell
3,600
-3,659
-50% -$115K 0.03% 503
2018
Q4 		$223K Buy
7,259
+3,369
+87% +$106K 0.05% 367
2018
Q3 		$133K Buy
+3,890
New +$132K 0.06% 289
2018
Q2 		– Sell
-7,166
Closed -$252K – 416
2018
Q1 		$252K Buy
+7,166
New +$256K 0.05% 342
2017
Q4 		– Sell
-6,315
Closed -$219K – 1736
2017
Q3 		$219K Buy
6,315
+690
+12% +$23K 0.06% 292
2017
Q2 		$183K Buy
5,625
+1,625
+41% +$51.7K 0.04% 380
2017
Q1 		$126K Buy
4,000
+3,710
+1,279% +$110K 0.04% 426
2016
Q4 		$8K Hold
290
– – ﹤0.01% 1787
2016
Q3 		$9K Buy
+290
New +$8.57K ﹤0.01% 1728
2016
Q1 		– Sell
-980
Closed -$30K – 1992
2015
Q4 		$30K Hold
980
– – 0.01% 796
2015
Q3 		$31K Buy
+980
New +$33.6K 0.01% 805

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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Next Financial Group's CIZ Position: Q4 2021 in Review

Next Financial Group reduced its VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) stake by 9.1% in Q4 2021, selling an estimated $35.4K and leaving 10,456 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #670.

Next Financial Group first reported a position in CIZ in Q3 2015 and has held it in 22 quarters since. The position peaked at $494K in Q1 2021. 18 funds tracked by Wall St. Rank hold CIZ as of Q4 2021.

  • Next Financial Group held 10,456 shares of VictoryShares Developed Enhanced Volatility Wtd ETF worth $358K as of Q4 2021.
  • Next Financial Group sold 1,041 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q4 2021, an estimated $35.4K.
  • VictoryShares Developed Enhanced Volatility Wtd ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #670 holding.
  • Next Financial Group first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q3 2015 and has held it in 22 quarters since.
  • Next Financial Group's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $494K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.