WAP
CIZ

Wealthcare Advisory Partners’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Wealthcare Advisory 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
2020
Q2 		– Sell
-1,680
Closed -$43K – 1534
2020
Q1 		$43K Buy
1,680
+2
+0.1% +$61 0.01% 542
2019
Q4 		$56K Buy
1,678
+10
+0.6% +$323 0.01% 526
2019
Q3 		$52K Buy
1,668
+9
+0.5% +$281 0.01% 527
2019
Q2 		$53K Buy
1,659
+25
+2% +$792 0.01% 488
2019
Q1 		$52K Buy
1,634
+5
+0.3% +$157 0.01% 453
2018
Q4 		$50K Buy
1,629
+10
+0.6% +$315 0.01% 429
2018
Q3 		$55K Buy
1,619
+8
+0.5% +$272 0.01% 451
2018
Q2 		$55K Buy
1,611
+21
+1% +$736 0.01% 446
2018
Q1 		$56K Buy
1,590
+1
+0.1% +$36 0.01% 382
2017
Q4 		$56K Buy
+1,589
New +$54.9K 0.01% 354

Other funds holding CIZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return