OPS
CIZ

Orion Portfolio Solutions’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-571
Closed -$15K – 2384
2020
Q2 		$15K Buy
+571
New +$14.9K ﹤0.01% 1061

Other funds holding CIZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's CIZ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2020, closing a stake of 571 shares — an estimated $15K sold.

Orion Portfolio Solutions first reported a position in CIZ in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 24 funds tracked by Wall St. Rank hold CIZ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 571 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2020, an estimated $15K.
  • Orion Portfolio Solutions first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $15K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.