IFP Advisors’s 2x Long VIX Futures ETF UVIX Stock Holding History

IFP Advisors’s Portfolio UVIX Stock Details UVIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2	Closed	-$300K	–	4396
2022 Q4	$300K	Sell	2 -2	-50%	-$183K	0.01%	1142
2022 Q3	$609K	Buy	+4	New	+$466K	0.02%	835

Other funds holding UVIX

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

IFP Advisors's UVIX Position: Q1 2023 in Review

IFP Advisors sold out of 2x Long VIX Futures ETF (UVIX) in Q1 2023, closing a stake of 2 shares — an estimated $300K sold.

IFP Advisors first reported a position in UVIX in Q3 2022 and held it in 2 quarters. The position peaked at $609K in Q3 2022. 11 funds tracked by Wall St. Rank hold UVIX as of Q1 2023.

IFP Advisors reported no remaining 2x Long VIX Futures ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 2 2x Long VIX Futures ETF shares in Q1 2023, an estimated $300K.
IFP Advisors first reported a position in 2x Long VIX Futures ETF in Q3 2022 and held it in 2 quarters.
IFP Advisors's 2x Long VIX Futures ETF position peaked at $609K in Q3 2022.
11 funds tracked by Wall St. Rank held 2x Long VIX Futures ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.