Amplius Wealth Advisors’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Amplius Wealth Advisors’s Portfolio VIXY Stock Details VIXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-630	Closed	-$216K	–	195
2022 Q3	$216K	Buy	+630	New	+$192K	0.04%	141
2022 Q2	–	Sell	-605	Closed	-$200K	–	197
2022 Q1	$200K	Buy	605 +600	+12,000%	+$217K	0.03%	172
2021 Q4	$1K	Buy	+5	New	+$1.81K	﹤0.01%	913

Other funds holding VIXY

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Amplius Wealth Advisors's VIXY Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q4 2022, closing a stake of 630 shares — an estimated $216K sold.

Amplius Wealth Advisors first reported a position in VIXY in Q4 2021 and held it in 3 quarters. The position peaked at $216K in Q3 2022. 64 funds tracked by Wall St. Rank hold VIXY as of Q4 2022.

Amplius Wealth Advisors reported no remaining ProShares VIX Short-Term Futures ETF position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 630 ProShares VIX Short-Term Futures ETF shares in Q4 2022, an estimated $216K.
Amplius Wealth Advisors first reported a position in ProShares VIX Short-Term Futures ETF in Q4 2021 and held it in 3 quarters.
Amplius Wealth Advisors's ProShares VIX Short-Term Futures ETF position peaked at $216K in Q3 2022.
64 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.