Sheaff Brock Investment Advisors’s ProShares Ultra VIX Short-Term Futures ETF UVXY Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio UVXY Stock Details UVXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-58	Closed	-$99.7K	–	549
2022 Q4	$99.7K	Buy	+58	New	+$136K	0.01%	460
2021 Q2	–	Sell	-13	Closed	-$190K	–	543
2021 Q1	$190K	Buy	13 +6	+86%	+$140K	0.02%	452
2020 Q4	$179K	Buy	7 +1	+17%	+$36.4K	0.02%	441
2020 Q3	$305K	Buy	6 +2	+50%	+$120K	0.03%	303
2020 Q2	$321K	Buy	4 +2	+100%	+$205K	0.03%	292
2020 Q1	$287K	Buy	+2	New	+$146K	0.04%	273

Other funds holding UVXY

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LHA

Little Harbor Advisors Marblehead, Massachusetts $168M AUM 13.27% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheaff Brock Investment Advisors's UVXY Position: Q1 2023 in Review

Sheaff Brock Investment Advisors sold out of ProShares Ultra VIX Short-Term Futures ETF (UVXY) in Q1 2023, closing a stake of 58 shares — an estimated $99.7K sold.

Sheaff Brock Investment Advisors first reported a position in UVXY in Q1 2020 and held it in 6 quarters. The position peaked at $321K in Q2 2020. 68 funds tracked by Wall St. Rank hold UVXY as of Q1 2023.

Sheaff Brock Investment Advisors reported no remaining ProShares Ultra VIX Short-Term Futures ETF position as of Q1 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 58 ProShares Ultra VIX Short-Term Futures ETF shares in Q1 2023, an estimated $99.7K.
Sheaff Brock Investment Advisors first reported a position in ProShares Ultra VIX Short-Term Futures ETF in Q1 2020 and held it in 6 quarters.
Sheaff Brock Investment Advisors's ProShares Ultra VIX Short-Term Futures ETF position peaked at $321K in Q2 2020.
68 funds tracked by Wall St. Rank held ProShares Ultra VIX Short-Term Futures ETF as of Q1 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2023, filed 1 May 2023.