WFG Advisors’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History

WFG Advisors’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	$16K	Hold	500	–	–	﹤0.01%	1018
2017 Q1	$15K	Hold	500	–	–	﹤0.01%	975
2016 Q4	$14K	Hold	500	–	–	﹤0.01%	1035
2016 Q3	$15K	Hold	500	–	–	﹤0.01%	1026
2016 Q2	$15K	Hold	500	–	–	﹤0.01%	991
2016 Q1	$15K	Hold	500	–	–	﹤0.01%	955
2015 Q4	$16K	Buy	+500	New	+$16K	﹤0.01%	959
2015 Q3	–	Sell	-500	Closed	-$18K	–	1797
2015 Q2	$18K	Hold	500	–	–	0.01%	1020
2015 Q1	$18K	Hold	500	–	–	0.01%	1029
2014 Q4	$17K	Buy	+500	New	+$17.3K	﹤0.01%	1295

Other funds holding CIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

WFG Advisors's CIZ Position: Q2 2017 in Review

WFG Advisors held its VictoryShares Developed Enhanced Volatility Wtd ETF (CIZ) position steady in Q2 2017 at 500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

WFG Advisors first reported a position in CIZ in Q4 2014 and has held it in 10 quarters since. The position peaked at $18K in Q2 2015. 24 funds tracked by Wall St. Rank hold CIZ as of Q2 2017.

WFG Advisors held 500 shares of VictoryShares Developed Enhanced Volatility Wtd ETF worth $16K as of Q2 2017.
WFG Advisors left its VictoryShares Developed Enhanced Volatility Wtd ETF share count unchanged in Q2 2017.
VictoryShares Developed Enhanced Volatility Wtd ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1018 holding.
WFG Advisors first reported a position in VictoryShares Developed Enhanced Volatility Wtd ETF in Q4 2014 and has held it in 10 quarters since.
WFG Advisors's VictoryShares Developed Enhanced Volatility Wtd ETF position peaked at $18K in Q2 2015.
24 funds tracked by Wall St. Rank held VictoryShares Developed Enhanced Volatility Wtd ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.