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KFA Private Wealth Group’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

KFA Private Wealth Group’s Portfolio VIXY Stock Details VIXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-145
Closed -$237K – 73
2020
Q3 		$237K Buy
+145
New +$264K 0.18% 54

Other funds holding VIXY

CCM
CloudAlpha Capital Management Hong Kong $2.93B AUM 345.92% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

KFA Private Wealth Group's VIXY Position: Q4 2020 in Review

KFA Private Wealth Group sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q4 2020, closing a stake of 145 shares — an estimated $237K sold.

KFA Private Wealth Group first reported a position in VIXY in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 44 funds tracked by Wall St. Rank hold VIXY as of Q4 2020.

  • KFA Private Wealth Group reported no remaining ProShares VIX Short-Term Futures ETF position as of Q4 2020 after selling out during the quarter.
  • KFA Private Wealth Group sold 145 ProShares VIX Short-Term Futures ETF shares in Q4 2020, an estimated $237K.
  • KFA Private Wealth Group first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2020 and held it in 1 quarter.
  • KFA Private Wealth Group's ProShares VIX Short-Term Futures ETF position peaked at $237K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2020.

Based on KFA Private Wealth Group's 13F filing for Q4 2020, filed 8 Mar 2021.