WIM
CIZ

Westside Investment Management’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

Westside Investment Management’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
Q3 		– Sell
-145
Closed -$4 – 868
2022
Q2 		$4 Buy
+145
New +$4.39K ﹤0.01% 721

Other funds holding CIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Westside Investment Management's CIZ Position: Q3 2022 in Review

Westside Investment Management sold out of VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) in Q3 2022, closing a stake of 145 shares — an estimated $4 sold.

Westside Investment Management first reported a position in CIZ in Q2 2022 and held it in 1 quarter. The position peaked at $4 in Q2 2022. 16 funds tracked by Wall St. Rank hold CIZ as of Q3 2022.

  • Westside Investment Management reported no remaining VictoryShares Developed Enhanced Volatility Wtd ETF position as of Q3 2022 after selling out during the quarter.
  • Westside Investment Management sold 145 VictoryShares Developed Enhanced Volatility Wtd ETF shares in Q3 2022, an estimated $4.
  • Westside Investment Management first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q2 2022 and held it in 1 quarter.
  • Westside Investment Management's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $4 in Q2 2022.
  • 16 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q3 2022.

Based on Westside Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.