B. Riley Wealth Advisors’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

B. Riley 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
2024 Q4	–	Sell	-3,670	Closed	-$184K	–	1294
2024 Q3	$184K	Sell	3,670 -9,605	-72%	-$465K	0.01%	1153
2024 Q2	$576K	Buy	+13,275	New	+$657K	0.01%	750
2024 Q1	–	Sell	-8,575	Closed	-$532K	–	1530
2023 Q4	$532K	Buy	+8,575	New	+$692K	0.01%	776
2021 Q4	–	Sell	-1,485	Closed	-$678K	–	1495
2021 Q3	$678K	Sell	1,485 -38	-2%	-$17.4K	0.02%	660
2021 Q2	$734K	Buy	1,523 +1,290	+554%	+$786K	0.02%	622
2021 Q1	$174K	Sell	233 -36	-13%	-$36.8K	0.01%	1217
2020 Q4	$296K	Buy	269 +28	+12%	+$37.3K	0.02%	762
2020 Q3	$393K	Buy	+241	New	+$439K	0.02%	625
2015 Q1	–	Hold	0	–	–	–	1946
2014 Q4	–	Hold	0	–	–	–	3757
2014 Q3	–	Hold	0	–	-$381	–	1853
2014 Q2	–	Hold	0	–	–	–	2347

Other funds holding VIXY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

B. Riley Wealth Advisors's VIXY Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q4 2024, closing a stake of 3,670 shares — an estimated $184K sold.

B. Riley Wealth Advisors first reported a position in VIXY in Q3 2020 and held it in 8 quarters. The position peaked at $734K in Q2 2021. 30 funds tracked by Wall St. Rank hold VIXY as of Q4 2024.

B. Riley Wealth Advisors reported no remaining ProShares VIX Short-Term Futures ETF position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,670 ProShares VIX Short-Term Futures ETF shares in Q4 2024, an estimated $184K.
B. Riley Wealth Advisors first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2020 and held it in 8 quarters.
B. Riley Wealth Advisors's ProShares VIX Short-Term Futures ETF position peaked at $734K in Q2 2021.
30 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.