Rockefeller Capital Management
VIXY icon

Rockefeller Capital Management’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Rockefeller Capital Management’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
2023
Q1 		– Sell
-153
Closed -$34K – 3829
2022
Q4 		$34K Buy
153
+13
+9% +$3.6K ﹤0.01% 2572
2022
Q3 		$47K Buy
140
+7
+5% +$2.13K ﹤0.01% 2387
2022
Q2 		$48K Buy
+133
New +$48.7K ﹤0.01% 2317

Other funds holding VIXY

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

Rockefeller Capital Management's VIXY Position: Q1 2023 in Review

Rockefeller Capital Management sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q1 2023, closing a stake of 153 shares — an estimated $34K sold.

Rockefeller Capital Management first reported a position in VIXY in Q2 2022 and held it in 3 quarters. The position peaked at $48K in Q2 2022. 69 funds tracked by Wall St. Rank hold VIXY as of Q1 2023.

  • Rockefeller Capital Management reported no remaining ProShares VIX Short-Term Futures ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 153 ProShares VIX Short-Term Futures ETF shares in Q1 2023, an estimated $34K.
  • Rockefeller Capital Management first reported a position in ProShares VIX Short-Term Futures ETF in Q2 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's ProShares VIX Short-Term Futures ETF position peaked at $48K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.