Strategic Wealth Partners’s ProShares VIX Mid-Term Futures ETF VIXM Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-300	Closed	-$7	–	493
2019 Q3	$7	Hold	300	–	–	﹤0.01%	616
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	622
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	616
2018 Q4	$8K	Sell	300 -100	-25%	-$2.43K	﹤0.01%	526
2018 Q3	$8K	Hold	400	–	–	﹤0.01%	527
2018 Q2	$9K	Hold	400	–	–	0.01%	587
2018 Q1	$11K	Buy	+400	New	+$9.4K	0.01%	479

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Strategic Wealth Partners's VIXM Position: Q4 2019 in Review

Strategic Wealth Partners sold out of ProShares VIX Mid-Term Futures ETF (VIXM) in Q4 2019, closing a stake of 300 shares — an estimated $7 sold.

Strategic Wealth Partners first reported a position in VIXM in Q1 2018 and held it in 7 quarters. The position peaked at $11K in Q1 2018. 8 funds tracked by Wall St. Rank hold VIXM as of Q4 2019.

Strategic Wealth Partners reported no remaining ProShares VIX Mid-Term Futures ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 300 ProShares VIX Mid-Term Futures ETF shares in Q4 2019, an estimated $7.
Strategic Wealth Partners first reported a position in ProShares VIX Mid-Term Futures ETF in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's ProShares VIX Mid-Term Futures ETF position peaked at $11K in Q1 2018.
8 funds tracked by Wall St. Rank held ProShares VIX Mid-Term Futures ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.