IA
ZIV

IFP Advisors’s VelocityShares Daily Inverse VIX Medium Term ETN ZIV Stock Holding History

IFP Advisors’s Portfolio ZIV Stock Details ZIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21
Closed -$1K – 3769
2018
Q4 		$1K Buy
+21
New +$1.42K ﹤0.01% 3455
2017
Q1 		– Sell
-151
Closed -$7K – 4217
2016
Q4 		$7K Buy
+151
New +$6.89K ﹤0.01% 3155

Other funds holding ZIV

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's ZIV Position: Q1 2019 in Review

IFP Advisors sold out of VelocityShares Daily Inverse VIX Medium Term ETN (ZIV) in Q1 2019, closing a stake of 21 shares — an estimated $1K sold.

IFP Advisors first reported a position in ZIV in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 20 funds tracked by Wall St. Rank hold ZIV as of Q1 2019.

  • IFP Advisors reported no remaining VelocityShares Daily Inverse VIX Medium Term ETN position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 21 VelocityShares Daily Inverse VIX Medium Term ETN shares in Q1 2019, an estimated $1K.
  • IFP Advisors first reported a position in VelocityShares Daily Inverse VIX Medium Term ETN in Q4 2016 and held it in 2 quarters.
  • IFP Advisors's VelocityShares Daily Inverse VIX Medium Term ETN position peaked at $7K in Q4 2016.
  • 20 funds tracked by Wall St. Rank held VelocityShares Daily Inverse VIX Medium Term ETN as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.