Pinnacle Associates’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Pinnacle Associates’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
2026 Q3	$560K	Buy	31,800 +825	+3%	+$16.3K	0.01%	651
2026 Q2	$684K	Buy	30,975 +15,275	+97%	+$415K	0.01%	617
2026 Q1	$560K	Buy	+15,700	New	+$467K	0.01%	639
2025 Q4	–	Sell	-22,825	Closed	-$757K	–	955
2025 Q3	$757K	Buy	+22,825	New	+$903K	0.01%	557
2025 Q2	–	Sell	-5,175	Closed	-$266K	–	863
2025 Q1	$266K	Buy	+5,175	New	+$240K	﹤0.01%	741
2024 Q2	–	Sell	-3,150	Closed	-$163K	–	849
2024 Q1	$163K	Sell	3,150 -675	-18%	-$38.7K	﹤0.01%	804
2023 Q4	$237K	Buy	3,825 +1,362	+55%	+$110K	﹤0.01%	750
2023 Q3	$230K	Sell	2,463 -100	-4%	-$9.39K	﹤0.01%	729
2023 Q2	$256K	Buy	+2,563	New	+$362K	﹤0.01%	719
2020 Q1	–	Sell	-216	Closed	-$209K	–	732
2019 Q4	$209K	Sell	216 -140	-39%	-$169K	﹤0.01%	671
2019 Q3	$541K	Buy	356 +14	+4%	+$22.3K	0.01%	524
2019 Q2	$569K	Buy	+342	New	+$607K	0.01%	513

Other funds holding VXX

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Pinnacle Associates's VXX Position: Q3 2026 in Review

Pinnacle Associates increased its iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) stake by 2.7% in Q3 2026, buying an estimated $16.3K and bringing the position to 31,800 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #651.

Pinnacle Associates first reported a position in VXX in Q2 2019 and has held it in 12 quarters since. The position peaked at $757K in Q3 2025. 36 funds tracked by Wall St. Rank hold VXX as of Q3 2026.

Pinnacle Associates held 31,800 shares of iPath Series B S&P 500 VIX Short-Term Futures ETN worth $560K as of Q3 2026.
Pinnacle Associates bought 825 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q3 2026, an estimated $16.3K.
iPath Series B S&P 500 VIX Short-Term Futures ETN made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #651 holding.
Pinnacle Associates first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2019 and has held it in 12 quarters since.
Pinnacle Associates's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $757K in Q3 2025.
36 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.