SWP
CIZ

Stratos Wealth Partners’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Stratos Wealth Partners’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
2017
Q2 		– Sell
-26,470
Closed -$812K – 879
2017
Q1 		$812K Buy
26,470
+1,867
+8% +$55.3K 0.05% 316
2016
Q4 		$701K Buy
24,603
+13,407
+120% +$385K 0.04% 322
2016
Q3 		$335K Buy
+11,196
New +$331K 0.02% 448

Other funds holding CIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stratos Wealth Partners's CIZ Position: Q2 2017 in Review

Stratos Wealth Partners sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q2 2017, closing a stake of 26,470 shares — an estimated $812K sold.

Stratos Wealth Partners first reported a position in CIZ in Q3 2016 and held it in 3 quarters. The position peaked at $812K in Q1 2017. 24 funds tracked by Wall St. Rank hold CIZ as of Q2 2017.

  • Stratos Wealth Partners reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q2 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 26,470 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q2 2017, an estimated $812K.
  • Stratos Wealth Partners first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q3 2016 and held it in 3 quarters.
  • Stratos Wealth Partners's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $812K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q2 2017.

Based on Stratos Wealth Partners's 13F filing for Q2 2017, filed 31 Jul 2017.