Institute for Wealth Management’s Janus Velocity Volatility Hedged Large Cap ETF SPXH Stock Holding History

Institute for Wealth Management’s Portfolio SPXH Stock Details SPXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-282,453	Closed	-$8.43M	–	67
2014 Q3	$8.43M	Buy	282,453 +116,670	+70%	+$3.49M	8.03%	3
2014 Q2	$4.96M	Buy	+165,783	New	+$4.78M	4.29%	4

Other funds holding SPXH

IIC

Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Institute for Wealth Management's SPXH Position: Q4 2014 in Review

Institute for Wealth Management sold out of Janus Velocity Volatility Hedged Large Cap ETF (SPXH) in Q4 2014, closing a stake of 282,453 shares — an estimated $8.43M sold.

Institute for Wealth Management first reported a position in SPXH in Q2 2014 and held it in 2 quarters. The position peaked at $8.43M in Q3 2014. 8 funds tracked by Wall St. Rank hold SPXH as of Q4 2014.

Institute for Wealth Management reported no remaining Janus Velocity Volatility Hedged Large Cap ETF position as of Q4 2014 after selling out during the quarter.
Institute for Wealth Management sold 282,453 Janus Velocity Volatility Hedged Large Cap ETF shares in Q4 2014, an estimated $8.43M.
Institute for Wealth Management first reported a position in Janus Velocity Volatility Hedged Large Cap ETF in Q2 2014 and held it in 2 quarters.
Institute for Wealth Management's Janus Velocity Volatility Hedged Large Cap ETF position peaked at $8.43M in Q3 2014.
8 funds tracked by Wall St. Rank held Janus Velocity Volatility Hedged Large Cap ETF as of Q4 2014.

Based on Institute for Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.