Institute for Wealth Management’s ProShares VIX Mid-Term Futures ETF VIXM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-25	Closed	-$2K	–	64
2014 Q3	$2K	Sell	25 -39	-61%	-$2.37K	﹤0.01%	63
2014 Q2	$4K	Sell	64 -33,540	-100%	-$2.31M	﹤0.01%	60
2014 Q1	$2.49M	Sell	33,604 -881	-3%	-$67.4K	2.13%	14
2013 Q4	$2.66M	Buy	+34,485	New	+$2.97M	1.92%	17

Other funds holding VIXM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

Institute for Wealth Management sold out of ProShares VIX Mid-Term Futures ETF (VIXM) in Q4 2014, closing a stake of 25 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in VIXM in Q4 2013 and held it in 4 quarters. The position peaked at $2.66M in Q4 2013. 11 funds tracked by Wall St. Rank hold VIXM as of Q4 2014.

Institute for Wealth Management reported no remaining ProShares VIX Mid-Term Futures ETF position as of Q4 2014 after selling out during the quarter.
Institute for Wealth Management sold 25 ProShares VIX Mid-Term Futures ETF shares in Q4 2014, an estimated $2K.
Institute for Wealth Management first reported a position in ProShares VIX Mid-Term Futures ETF in Q4 2013 and held it in 4 quarters.
Institute for Wealth Management's ProShares VIX Mid-Term Futures ETF position peaked at $2.66M in Q4 2013.
11 funds tracked by Wall St. Rank held ProShares VIX Mid-Term Futures ETF as of Q4 2014.

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