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IFP Advisors’s iPath Series B S&P 500 VIX Mid-Term Futures ETN VXZ Stock Holding History

IFP Advisors’s Portfolio VXZ Stock Details VXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-63
Closed -$4.8K – 3582
2023
Q1 		$4.8K Buy
63
+46
+271% +$4.2K ﹤0.01% 2580
2022
Q4 		$3K Buy
+17
New +$1.89K ﹤0.01% 4075
2020
Q4 		– Sell
-500
Closed -$63.5K – 3110
2020
Q3 		$68K Buy
+500
New +$66.5K ﹤0.01% 1168

Other funds holding VXZ

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

IFP Advisors's VXZ Position: Q2 2023 in Review

IFP Advisors sold out of iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ) in Q2 2023, closing a stake of 63 shares — an estimated $4.8K sold.

IFP Advisors first reported a position in VXZ in Q3 2020 and held it in 3 quarters. The position peaked at $68K in Q3 2020. 14 funds tracked by Wall St. Rank hold VXZ as of Q2 2023.

  • IFP Advisors reported no remaining iPath Series B S&P 500 VIX Mid-Term Futures ETN position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 63 iPath Series B S&P 500 VIX Mid-Term Futures ETN shares in Q2 2023, an estimated $4.8K.
  • IFP Advisors first reported a position in iPath Series B S&P 500 VIX Mid-Term Futures ETN in Q3 2020 and held it in 3 quarters.
  • IFP Advisors's iPath Series B S&P 500 VIX Mid-Term Futures ETN position peaked at $68K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Mid-Term Futures ETN as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.