Executive Wealth Management’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Executive Wealth Management’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
2019 Q1	–	Sell	-377	Closed	-$12K	–	979
2018 Q4	$12K	Buy	+377	New	+$7.52K	﹤0.01%	534

Other funds holding XVZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Executive Wealth Management's XVZ Position: Q1 2019 in Review

Executive Wealth Management sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q1 2019, closing a stake of 377 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in XVZ in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 3 funds tracked by Wall St. Rank hold XVZ as of Q1 2019.

Executive Wealth Management reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q1 2019 after selling out during the quarter.
Executive Wealth Management sold 377 iPath S&P 500 Dynamic VIX ETN shares in Q1 2019, an estimated $12K.
Executive Wealth Management first reported a position in iPath S&P 500 Dynamic VIX ETN in Q4 2018 and held it in 1 quarter.
Executive Wealth Management's iPath S&P 500 Dynamic VIX ETN position peaked at $12K in Q4 2018.
3 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.