Creative Planning’s ProShares Ultra VIX Short-Term Futures ETF UVXY Stock Holding History

Creative Planning’s Portfolio UVXY Stock Details UVXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,815	Closed	-$451K	–	4021
2025 Q2	$451K	Buy	4,815 +3,000	+165%	+$398K	﹤0.01%	2555
2025 Q1	$213K	Buy	+1,815	New	+$188K	﹤0.01%	3015
2024 Q4	–	Sell	-4,115	Closed	-$513K	–	3678
2024 Q3	$513K	Buy	+4,115	New	+$536K	﹤0.01%	2085
2021 Q4	–	Sell	-69	Closed	-$423K	–	2224
2021 Q3	$423K	Buy	+69	New	+$439K	﹤0.01%	1385
2021 Q2	–	Sell	-15	Closed	-$207K	–	2584
2021 Q1	$207K	Hold	15	–	–	﹤0.01%	2072
2020 Q4	$387K	Buy	+15	New	+$547K	﹤0.01%	1464
2020 Q1	–	Sell	-8	Closed	-$267K	–	2085
2019 Q4	$267K	Buy	+8	New	+$369K	﹤0.01%	1472
2017 Q3	–	Hold	0	–	-$53K	–	3638
2017 Q2	–	Hold	0	–	–	–	2472
2017 Q1	–	Hold	0	–	–	–	2872
2016 Q4	–	Hold	0	–	–	–	2121
2016 Q3	–	Hold	0	–	–	–	1932
2016 Q2	–	Hold	0	–	–	–	1552
2016 Q1	–	Hold	0	–	–	–	1061
2015 Q4	–	Hold	0	–	–	–	1074
2015 Q3	–	Hold	0	–	–	–	867
2015 Q2	–	Hold	0	–	-$117K	–	2946
2015 Q1	–	Hold	0	–	–	–	1495
2014 Q4	–	Hold	0	–	–	–	1192
2013 Q4	–	Hold	0	–	-$5K	–	3487
2013 Q3	–	Hold	0	–	–	–	2742
2013 Q2	–	Hold	0	–	–	–	1570

Other funds holding UVXY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

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

Creative Planning's UVXY Position: Q3 2025 in Review

Creative Planning sold out of ProShares Ultra VIX Short-Term Futures ETF (UVXY) in Q3 2025, closing a stake of 4,815 shares — an estimated $451K sold.

Creative Planning first reported a position in UVXY in Q4 2019 and held it in 7 quarters. The position peaked at $513K in Q3 2024. 44 funds tracked by Wall St. Rank hold UVXY as of Q3 2025.

Creative Planning reported no remaining ProShares Ultra VIX Short-Term Futures ETF position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 4,815 ProShares Ultra VIX Short-Term Futures ETF shares in Q3 2025, an estimated $451K.
Creative Planning first reported a position in ProShares Ultra VIX Short-Term Futures ETF in Q4 2019 and held it in 7 quarters.
Creative Planning's ProShares Ultra VIX Short-Term Futures ETF position peaked at $513K in Q3 2024.
44 funds tracked by Wall St. Rank held ProShares Ultra VIX Short-Term Futures ETF as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.