LWM
SVXY icon

Laidlaw Wealth Management’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Laidlaw Wealth Management’s Portfolio SVXY Stock Details SVXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,576
Closed -$222K – 377
2022
Q4 		$222K Buy
+7,576
New +$204K 0.05% 316

Other funds holding SVXY

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Laidlaw Wealth Management's SVXY Position: Q1 2023 in Review

Laidlaw Wealth Management sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q1 2023, closing a stake of 7,576 shares — an estimated $222K sold.

Laidlaw Wealth Management first reported a position in SVXY in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 33 funds tracked by Wall St. Rank hold SVXY as of Q1 2023.

  • Laidlaw Wealth Management reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q1 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,576 ProShares Short VIX Short-Term Futures ETF shares in Q1 2023, an estimated $222K.
  • Laidlaw Wealth Management first reported a position in ProShares Short VIX Short-Term Futures ETF in Q4 2022 and held it in 1 quarter.
  • Laidlaw Wealth Management's ProShares Short VIX Short-Term Futures ETF position peaked at $222K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q1 2023.

Based on Laidlaw Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.