CFA
SPXH

Carroll Financial Associates’s Janus Velocity Volatility Hedged Large Cap ETF SPXH Stock Holding History

Carroll Financial Associates’s Portfolio SPXH Stock Details SPXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$15K – 1257
2016
Q3 		$15K Buy
+500
New +$14.9K ﹤0.01% 729

Other funds holding SPXH

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's SPXH Position: Q4 2016 in Review

Carroll Financial Associates sold out of Janus Velocity Volatility Hedged Large Cap ETF (SPXH) in Q4 2016, closing a stake of 500 shares — an estimated $15K sold.

Carroll Financial Associates first reported a position in SPXH in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 7 funds tracked by Wall St. Rank hold SPXH as of Q4 2016.

  • Carroll Financial Associates reported no remaining Janus Velocity Volatility Hedged Large Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 500 Janus Velocity Volatility Hedged Large Cap ETF shares in Q4 2016, an estimated $15K.
  • Carroll Financial Associates first reported a position in Janus Velocity Volatility Hedged Large Cap ETF in Q3 2016 and held it in 1 quarter.
  • Carroll Financial Associates's Janus Velocity Volatility Hedged Large Cap ETF position peaked at $15K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Janus Velocity Volatility Hedged Large Cap ETF as of Q4 2016.

Based on Carroll Financial Associates's 13F filing for Q4 2016, filed 11 Jan 2017.