CW
VIXM icon

CreativeOne Wealth’s ProShares VIX Mid-Term Futures ETF VIXM Stock Holding History

CreativeOne Wealth’s Portfolio VIXM Stock Details VIXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,802
Closed -$206K – 781
2022
Q3 		$206K Hold
5,802
– – 0.01% 660
2022
Q2 		$205K Buy
+5,802
New +$199K 0.01% 681

Other funds holding VIXM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

CreativeOne Wealth's VIXM Position: Q4 2022 in Review

CreativeOne Wealth sold out of ProShares VIX Mid-Term Futures ETF (VIXM) in Q4 2022, closing a stake of 5,802 shares — an estimated $206K sold.

CreativeOne Wealth first reported a position in VIXM in Q2 2022 and held it in 2 quarters. The position peaked at $206K in Q3 2022. 26 funds tracked by Wall St. Rank hold VIXM as of Q4 2022.

  • CreativeOne Wealth reported no remaining ProShares VIX Mid-Term Futures ETF position as of Q4 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 5,802 ProShares VIX Mid-Term Futures ETF shares in Q4 2022, an estimated $206K.
  • CreativeOne Wealth first reported a position in ProShares VIX Mid-Term Futures ETF in Q2 2022 and held it in 2 quarters.
  • CreativeOne Wealth's ProShares VIX Mid-Term Futures ETF position peaked at $206K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held ProShares VIX Mid-Term Futures ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.