TAP Consulting’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

TAP Consulting’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 Q1	–	Sell	-473	Closed	-$16K	–	583
2021 Q4	$16K	Buy	+473	New	+$16.1K	﹤0.01%	381
2020 Q3	–	Sell	-23,212	Closed	-$624K	–	130
2020 Q2	$624K	Sell	23,212 -139,645	-86%	-$3.64M	0.31%	68
2020 Q1	$4.15M	Sell	162,857 -11,313	-6%	-$345K	2.79%	7
2019 Q4	$5.81M	Buy	174,170 +10,821	+7%	+$350K	3.24%	5
2019 Q3	$5.12M	Buy	+163,349	New	+$5.09M	3.02%	5
2019 Q1	$4.85M	Buy	+153,455	New	+$4.82M	3.67%	5

Other funds holding CIZ

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

TAP Consulting's CIZ Position: Q1 2022 in Review

TAP Consulting sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q1 2022, closing a stake of 473 shares — an estimated $16K sold.

TAP Consulting first reported a position in CIZ in Q1 2019 and held it in 6 quarters. The position peaked at $5.81M in Q4 2019. 18 funds tracked by Wall St. Rank hold CIZ as of Q1 2022.

TAP Consulting reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 473 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q1 2022, an estimated $16K.
TAP Consulting first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q1 2019 and held it in 6 quarters.
TAP Consulting's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $5.81M in Q4 2019.
18 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.