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
2025 Q2	–	Sell	-4,097	Closed	-$206K	–	1373
2025 Q1	$206K	Buy	+4,097	New	+$186K	0.01%	1136
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

B. Riley Wealth Advisors's VIXY Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q2 2025, closing a stake of 4,097 shares — an estimated $206K sold.

B. Riley Wealth Advisors first reported a position in VIXY in Q3 2020 and held it in 9 quarters. The position peaked at $734K in Q2 2021. 27 funds tracked by Wall St. Rank hold VIXY as of Q2 2025.

B. Riley Wealth Advisors reported no remaining ProShares VIX Short-Term Futures ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,097 ProShares VIX Short-Term Futures ETF shares in Q2 2025, an estimated $206K.
B. Riley Wealth Advisors first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2020 and held it in 9 quarters.
B. Riley Wealth Advisors's ProShares VIX Short-Term Futures ETF position peaked at $734K in Q2 2021.
27 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.