Heritage Wealth Management (Arizona)’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio VIXY Stock Details VIXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.57K	Buy	11 +5	+83%	+$1.39K	﹤0.01%	955
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	904
2022 Q2	$2.06K	Sell	6 -1	-14%	-$366	﹤0.01%	883
2022 Q1	$2K	Buy	+7	New	+$2.53K	﹤0.01%	915
2021 Q3	$3K	Sell	7 -2	-22%	-$917	﹤0.01%	796
2021 Q2	$4K	Sell	9 -3	-25%	-$1.83K	﹤0.01%	792
2021 Q1	$9K	Buy	+12	New	+$12.3K	0.01%	594

Other funds holding VIXY

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VIXY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ProShares VIX Short-Term Futures ETF (VIXY) stake by 83% in Q4 2022, buying an estimated $1.39K and bringing the position to 11 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Heritage Wealth Management (Arizona) first reported a position in VIXY in Q1 2021 and has held it in 7 quarters since. The position peaked at $9K in Q1 2021. 64 funds tracked by Wall St. Rank hold VIXY as of Q4 2022.

Heritage Wealth Management (Arizona) held 11 shares of ProShares VIX Short-Term Futures ETF worth $2.57K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 5 ProShares VIX Short-Term Futures ETF shares in Q4 2022, an estimated $1.39K.
ProShares VIX Short-Term Futures ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #955 holding.
Heritage Wealth Management (Arizona) first reported a position in ProShares VIX Short-Term Futures ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s ProShares VIX Short-Term Futures ETF position peaked at $9K in Q1 2021.
64 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.