Certified Advisory Corp’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Certified Advisory Corp’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	-1,198	Closed	-$46K	–	808
2021 Q1	$46K	Buy	+1,198	New	+$46.9K	0.01%	365
2018 Q3	–	Sell	-1,140	Closed	-$22K	–	832
2018 Q2	$22K	Hold	1,140	–	–	0.01%	422
2018 Q1	$22K	Hold	1,140	–	–	0.01%	398
2017 Q4	$26K	Buy	+1,140	New	+$26.6K	0.02%	329

Other funds holding XVZ

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 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 $4.82B AUM 20.19% 1-Year Est. Return

Certified Advisory Corp's XVZ Position: Q2 2021 in Review

Certified Advisory Corp sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q2 2021, closing a stake of 1,198 shares — an estimated $46K sold.

Certified Advisory Corp first reported a position in XVZ in Q4 2017 and held it in 4 quarters. The position peaked at $46K in Q1 2021. 5 funds tracked by Wall St. Rank hold XVZ as of Q2 2021.

Certified Advisory Corp reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,198 iPath S&P 500 Dynamic VIX ETN shares in Q2 2021, an estimated $46K.
Certified Advisory Corp first reported a position in iPath S&P 500 Dynamic VIX ETN in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's iPath S&P 500 Dynamic VIX ETN position peaked at $46K in Q1 2021.
5 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.