Patriot Financial Group Insurance Agency’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-750	Closed	-$22K	–	2124
2022 Q2	$22K	Hold	750	–	–	﹤0.01%	982
2022 Q1	$24K	Hold	750	–	–	﹤0.01%	1024
2021 Q4	$26K	Hold	750	–	–	﹤0.01%	1117
2021 Q3	$25K	Hold	750	–	–	﹤0.01%	1125
2021 Q2	$26K	Hold	750	–	–	﹤0.01%	1081
2021 Q1	$24K	Hold	750	–	–	0.01%	1029
2020 Q4	$24K	Buy	750 +300	+67%	+$8.84K	0.01%	922
2020 Q3	$13K	Buy	+450	New	+$12.5K	﹤0.01%	960

Other funds holding CIZ

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CIZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2022, closing a stake of 750 shares — an estimated $22K sold.

Patriot Financial Group Insurance Agency first reported a position in CIZ in Q3 2020 and held it in 8 quarters. The position peaked at $26K in Q4 2021. 16 funds tracked by Wall St. Rank hold CIZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 750 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $22K.
Patriot Financial Group Insurance Agency first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $26K in Q4 2021.
16 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.