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Optimum Investment Advisors’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Optimum Investment Advisors’s Portfolio VXX Stock Details VXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4
Closed -$6K – 960
2020
Q3 		$6K Sell
4
-1
-20% -$1.78K ﹤0.01% 752
2020
Q2 		$12K Buy
+5
New +$12K ﹤0.01% 677

Other funds holding VXX

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return

Optimum Investment Advisors's VXX Position: Q4 2020 in Review

Optimum Investment Advisors sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q4 2020, closing a stake of 4 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in VXX in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 128 funds tracked by Wall St. Rank hold VXX as of Q4 2020.

  • Optimum Investment Advisors reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 4 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q4 2020, an estimated $6K.
  • Optimum Investment Advisors first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2020 and held it in 2 quarters.
  • Optimum Investment Advisors's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $12K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.