BWP
TVIX

Bernardo Wealth Planning’s VelocityShares Daily 2x VIX Short Term ETN TVIX Stock Holding History

Bernardo Wealth Planning’s Portfolio TVIX Stock Details TVIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,300
Closed -$271K – 174
2019
Q4 		$271K Sell
5,300
-3,180
-38% -$273K 0.16% 129
2019
Q3 		$1.15M Buy
+8,480
New +$1.36M 0.84% 32

Other funds holding TVIX

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return