Atria Wealth Solutions’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-656
Closed -$148K 1960
2022
Q4
$148K Sell
656
-98
-13% -$26.8K ﹤0.01% 1661
2022
Q3
$256K Sell
754
-11
-1% -$3.64K ﹤0.01% 1399
2022
Q2
$283K Sell
765
-67
-8% -$26.5K 0.01% 1242
2022
Q1
$342K Buy
+832
New +$306K 0.01% 1255

Other funds holding VXX

Atria Wealth Solutions's VXX Position: Q1 2023 in Review

Atria Wealth Solutions sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q1 2023, closing a stake of 656 shares — an estimated $148K sold.

Atria Wealth Solutions first reported a position in VXX in Q1 2022 and held it in 4 quarters. The position peaked at $342K in Q1 2022. 58 funds tracked by Wall St. Rank hold VXX as of Q1 2023.

  • Atria Wealth Solutions reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 656 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q1 2023, an estimated $148K.
  • Atria Wealth Solutions first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $342K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.