Bell & Brown Wealth Advisors’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Bell & Brown 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 Q3	–	Sell	-3,750	Closed	-$1.37M	–	73
2022 Q2	$1.37M	Buy	+3,750	New	+$1.37M	0.73%	51

Other funds holding VIXY

LAM

LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

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

CCM

CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WMSA

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

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Bell & Brown Wealth Advisors's VIXY Position: Q3 2022 in Review

Bell & Brown Wealth Advisors sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q3 2022, closing a stake of 3,750 shares — an estimated $1.37M sold.

Bell & Brown Wealth Advisors first reported a position in VIXY in Q2 2022 and held it in 1 quarter. The position peaked at $1.37M in Q2 2022. 57 funds tracked by Wall St. Rank hold VIXY as of Q3 2022.

Bell & Brown Wealth Advisors reported no remaining ProShares VIX Short-Term Futures ETF position as of Q3 2022 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 3,750 ProShares VIX Short-Term Futures ETF shares in Q3 2022, an estimated $1.37M.
Bell & Brown Wealth Advisors first reported a position in ProShares VIX Short-Term Futures ETF in Q2 2022 and held it in 1 quarter.
Bell & Brown Wealth Advisors's ProShares VIX Short-Term Futures ETF position peaked at $1.37M in Q2 2022.
57 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q3 2022.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.