Edge Wealth Management’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,000
Closed -$59K 616
2018
Q3
$59K Hold
2,000
0.01% 238
2018
Q2
$51K Hold
2,000
0.01% 241
2018
Q1
$47K Buy
+2,000
New +$230K 0.01% 231

Other funds holding SVXY

Edge Wealth Management's SVXY Position: Q4 2018 in Review

Edge Wealth Management sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q4 2018, closing a stake of 2,000 shares — an estimated $59K sold.

Edge Wealth Management first reported a position in SVXY in Q1 2018 and held it in 3 quarters. The position peaked at $59K in Q3 2018. 39 funds tracked by Wall St. Rank hold SVXY as of Q4 2018.

  • Edge Wealth Management reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 2,000 ProShares Short VIX Short-Term Futures ETF shares in Q4 2018, an estimated $59K.
  • Edge Wealth Management first reported a position in ProShares Short VIX Short-Term Futures ETF in Q1 2018 and held it in 3 quarters.
  • Edge Wealth Management's ProShares Short VIX Short-Term Futures ETF position peaked at $59K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.