Steward Partners Investment Advisory’s ProShares VIX Mid-Term Futures ETF VIXM Stock Holding History

Steward Partners Investment Advisory’s Portfolio VIXM Stock Details VIXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-492	Closed	-$17K	–	3460
2022 Q3	$17K	Buy	+492	New	+$16.6K	﹤0.01%	2308
2020 Q1	–	Sell	-500	Closed	-$10K	–	2709
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	2029
2019 Q3	$11K	Hold	500	–	–	﹤0.01%	1962
2019 Q2	$10K	Buy	+500	New	+$10.9K	﹤0.01%	1994
2018 Q4	–	Sell	-500	Closed	-$10K	–	2108
2018 Q3	$10K	Hold	500	–	–	﹤0.01%	1883
2018 Q2	$12K	Buy	+500	New	+$11.8K	﹤0.01%	1678

Other funds holding VIXM

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

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

Steward Partners Investment Advisory's VIXM Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of ProShares VIX Mid-Term Futures ETF (VIXM) in Q4 2022, closing a stake of 492 shares — an estimated $17K sold.

Steward Partners Investment Advisory first reported a position in VIXM in Q2 2018 and held it in 6 quarters. The position peaked at $17K in Q3 2022. 26 funds tracked by Wall St. Rank hold VIXM as of Q4 2022.

Steward Partners Investment Advisory reported no remaining ProShares VIX Mid-Term Futures ETF position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 492 ProShares VIX Mid-Term Futures ETF shares in Q4 2022, an estimated $17K.
Steward Partners Investment Advisory first reported a position in ProShares VIX Mid-Term Futures ETF in Q2 2018 and held it in 6 quarters.
Steward Partners Investment Advisory's ProShares VIX Mid-Term Futures ETF position peaked at $17K in Q3 2022.
26 funds tracked by Wall St. Rank held ProShares VIX Mid-Term Futures ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.