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Axxcess Wealth Management’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Axxcess Wealth Management’s Portfolio SVXY Stock Details SVXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,406
Closed -$361K – 938
2024
Q1 		$361K Buy
+6,406
New +$345K 0.01% 622
2022
Q2 		– Sell
-31,282
Closed -$373K – 660
2022
Q1 		$373K Buy
+31,282
New +$854K 0.03% 424

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axxcess Wealth Management's SVXY Position: Q2 2024 in Review

Axxcess Wealth Management sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q2 2024, closing a stake of 6,406 shares — an estimated $361K sold.

Axxcess Wealth Management first reported a position in SVXY in Q1 2022 and held it in 2 quarters. The position peaked at $373K in Q1 2022. 23 funds tracked by Wall St. Rank hold SVXY as of Q2 2024.

  • Axxcess Wealth Management reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,406 ProShares Short VIX Short-Term Futures ETF shares in Q2 2024, an estimated $361K.
  • Axxcess Wealth Management first reported a position in ProShares Short VIX Short-Term Futures ETF in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's ProShares Short VIX Short-Term Futures ETF position peaked at $373K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.