Cambridge Investment Research Advisors’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Cambridge Investment Research Advisors’s Portfolio XVZ Stock Details XVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-39,708	Closed	-$1.53M	–	3212
2021 Q1	$1.53M	Buy	39,708 +1,624	+4%	+$63.6K	0.01%	1163
2020 Q4	$1.43M	Buy	+38,084	New	+$1.47M	0.01%	1104

Other funds holding XVZ

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors's XVZ Position: Q2 2021 in Review

Cambridge Investment Research Advisors sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q2 2021, closing a stake of 39,708 shares — an estimated $1.53M sold.

Cambridge Investment Research Advisors first reported a position in XVZ in Q4 2020 and held it in 2 quarters. The position peaked at $1.53M in Q1 2021. 5 funds tracked by Wall St. Rank hold XVZ as of Q2 2021.

Cambridge Investment Research Advisors reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q2 2021 after selling out during the quarter.
Cambridge Investment Research Advisors sold 39,708 iPath S&P 500 Dynamic VIX ETN shares in Q2 2021, an estimated $1.53M.
Cambridge Investment Research Advisors first reported a position in iPath S&P 500 Dynamic VIX ETN in Q4 2020 and held it in 2 quarters.
Cambridge Investment Research Advisors's iPath S&P 500 Dynamic VIX ETN position peaked at $1.53M in Q1 2021.
5 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q2 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.