IFWM
VIXM icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return