AG
XVZ

Advisor Group’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Advisor Group’s Portfolio XVZ Stock Details XVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-130
Closed -$3K – 5247
2017
Q4 		$3K Hold
130
– – ﹤0.01% 4646
2017
Q3 		$3K Buy
+130
New +$3.04K ﹤0.01% 4505

Other funds holding XVZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's XVZ Position: Q1 2018 in Review

Advisor Group sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q1 2018, closing a stake of 130 shares — an estimated $3K sold.

Advisor Group first reported a position in XVZ in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 6 funds tracked by Wall St. Rank hold XVZ as of Q1 2018.

  • Advisor Group reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q1 2018 after selling out during the quarter.
  • Advisor Group sold 130 iPath S&P 500 Dynamic VIX ETN shares in Q1 2018, an estimated $3K.
  • Advisor Group first reported a position in iPath S&P 500 Dynamic VIX ETN in Q3 2017 and held it in 2 quarters.
  • Advisor Group's iPath S&P 500 Dynamic VIX ETN position peaked at $3K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.