Strategic Wealth Partners’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Strategic Wealth Partners’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
2026 Q3	$2.2K	Buy	130 +100	+333%	+$1.9K	﹤0.01%	943
2026 Q2	$639	Hold	30	–	–	﹤0.01%	1315
2026 Q1	$1.03K	Hold	30	–	–	﹤0.01%	1243
2025 Q4	$769	Sell	30 -197	-87%	-$6.25K	﹤0.01%	1310
2025 Q3	$7.33K	Hold	227	–	–	﹤0.01%	967
2025 Q2	$10.6K	Buy	+227	New	+$13.1K	﹤0.01%	769
2023 Q3	–	Sell	-2,054	Closed	-$205K	–	298
2023 Q2	$205K	Sell	2,054 -21,781	-91%	-$3.09M	0.03%	274
2023 Q1	$4.31M	Buy	+23,835	New	+$4.65M	0.66%	35
2019 Q4	–	Sell	-5	Closed	-$8	–	492
2019 Q3	$8	Hold	5	–	–	﹤0.01%	598
2019 Q2	$8K	Hold	5	–	–	﹤0.01%	591
2019 Q1	$9K	Hold	5	–	–	﹤0.01%	579
2018 Q4	$13K	Hold	5	–	–	0.01%	418
2018 Q3	$9K	Hold	5	–	–	﹤0.01%	517
2018 Q2	$12K	Buy	5 +2	+67%	+$5.11K	0.01%	498
2018 Q1	$8K	Buy	3 +2	+200%	+$5.02K	﹤0.01%	592
2017 Q4	$2K	Buy	+1	New	+$2.19K	﹤0.01%	699

Other funds holding VIXY

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

UG Investment Advisers Taipei, Taiwan $90.2M AUM 15.04% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

RCDBASW

Rudd Co d/b/a Styre Wealth Fort Worth, Texas $103M AUM

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

West Tower Group Richmond, Virginia $27M AUM 33.41% 1-Year Est. Return

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

Persistent Asset Partners Hong Kong $362M AUM 191.92% 1-Year Est. Return

Strategic Wealth Partners's VIXY Position: Q3 2026 in Review

Strategic Wealth Partners increased its ProShares VIX Short-Term Futures ETF (VIXY) stake by 333% in Q3 2026, buying an estimated $1.9K and bringing the position to 130 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Strategic Wealth Partners first reported a position in VIXY in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.31M in Q1 2023. 35 funds tracked by Wall St. Rank hold VIXY as of Q3 2026.

Strategic Wealth Partners held 130 shares of ProShares VIX Short-Term Futures ETF worth $2.2K as of Q3 2026.
Strategic Wealth Partners bought 100 ProShares VIX Short-Term Futures ETF shares in Q3 2026, an estimated $1.9K.
ProShares VIX Short-Term Futures ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #943 holding.
Strategic Wealth Partners first reported a position in ProShares VIX Short-Term Futures ETF in Q4 2017 and has held it in 16 quarters since.
Strategic Wealth Partners's ProShares VIX Short-Term Futures ETF position peaked at $4.31M in Q1 2023.
35 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.