Wealth & Pension Services Group’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$314K	Sell	10,034 -67	-0.7%	-$2.09K	0.23%	96
2019 Q2	$324K	Hold	10,101	–	–	0.24%	92
2019 Q1	$319K	Buy	10,101 +477	+5%	+$15K	0.25%	90
2018 Q4	$296K	Buy	+9,624	New	+$303K	0.27%	83

Other funds holding CIZ

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth & Pension Services Group's CIZ Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) stake by 0.66% in Q3 2019, selling an estimated $2.09K and leaving 10,034 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #96.

Wealth & Pension Services Group first reported a position in CIZ in Q4 2018 and has held it in 4 quarters since. The position peaked at $324K in Q2 2019. 35 funds tracked by Wall St. Rank hold CIZ as of Q3 2019.

Wealth & Pension Services Group held 10,034 shares of VictoryShares Developed Enhanced Volatility Wtd ETF worth $314K as of Q3 2019.
Wealth & Pension Services Group sold 67 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2019, an estimated $2.09K.
VictoryShares Developed Enhanced Volatility Wtd ETF made up 0.23% of Wealth & Pension Services Group's portfolio in Q3 2019, its #96 holding.
Wealth & Pension Services Group first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 4 quarters since.
Wealth & Pension Services Group's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $324K in Q2 2019.
35 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.