Creative Planning’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Creative Planning’s Portfolio VXX Stock Details VXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-339	Closed	-$328K	–	2097
2019 Q4	$328K	Buy	+339	New	+$410K	﹤0.01%	1356
2019 Q3	–	Sell	-181	Closed	-$301K	–	2118
2019 Q2	$301K	Buy	181 +25	+16%	+$44.4K	﹤0.01%	1367
2019 Q1	$293K	Buy	+156	New	+$344K	﹤0.01%	1338

Other funds holding VXX

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning's VXX Position: Q1 2020 in Review

Creative Planning sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q1 2020, closing a stake of 339 shares — an estimated $328K sold.

Creative Planning first reported a position in VXX in Q1 2019 and held it in 3 quarters. The position peaked at $328K in Q4 2019. 67 funds tracked by Wall St. Rank hold VXX as of Q1 2020.

Creative Planning reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 339 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q1 2020, an estimated $328K.
Creative Planning first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q1 2019 and held it in 3 quarters.
Creative Planning's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $328K in Q4 2019.
67 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.