PTC
CIZ

Private Trust Company’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Private Trust Company’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
2024
Q3 		– Sell
-158
Closed -$4.84K – 2374
2024
Q2 		$4.84K Hold
158
– – ﹤0.01% 1937
2024
Q1 		$4.96K Hold
158
– – ﹤0.01% 1919
2023
Q4 		$4.77K Hold
158
– – ﹤0.01% 1942
2023
Q3 		$4.59K Buy
+158
New +$4.81K ﹤0.01% 1904

Other funds holding CIZ

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Private Trust Company's CIZ Position: Q3 2024 in Review

Private Trust Company sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2024, closing a stake of 158 shares — an estimated $4.84K sold.

Private Trust Company first reported a position in CIZ in Q3 2023 and held it in 4 quarters. The position peaked at $4.96K in Q1 2024. 15 funds tracked by Wall St. Rank hold CIZ as of Q3 2024.

  • Private Trust Company reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • Private Trust Company sold 158 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2024, an estimated $4.84K.
  • Private Trust Company first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q3 2023 and held it in 4 quarters.
  • Private Trust Company's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $4.96K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2024.

Based on Private Trust Company's 13F filing for Q3 2024, filed 13 Nov 2024.