Tradition Wealth Management’s 2x Long VIX Futures ETF UVIX Stock Holding History

Tradition Wealth Management’s Portfolio UVIX Stock Details UVIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$31K	–	1370
2023 Q3	$31K	Sell	4 -1	-20%	-$7.59K	﹤0.01%	734
2023 Q2	$41K	Buy	5 +1	+25%	+$19.5K	﹤0.01%	692
2023 Q1	$141K	Hold	4	–	–	0.02%	357
2022 Q4	$256K	Buy	+4	New	+$365K	0.04%	236

Other funds holding UVIX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tradition Wealth Management's UVIX Position: Q4 2023 in Review

Tradition Wealth Management sold out of 2x Long VIX Futures ETF (UVIX) in Q4 2023, closing a stake of 4 shares — an estimated $31K sold.

Tradition Wealth Management first reported a position in UVIX in Q4 2022 and held it in 4 quarters. The position peaked at $256K in Q4 2022. 14 funds tracked by Wall St. Rank hold UVIX as of Q4 2023.

Tradition Wealth Management reported no remaining 2x Long VIX Futures ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 4 2x Long VIX Futures ETF shares in Q4 2023, an estimated $31K.
Tradition Wealth Management first reported a position in 2x Long VIX Futures ETF in Q4 2022 and held it in 4 quarters.
Tradition Wealth Management's 2x Long VIX Futures ETF position peaked at $256K in Q4 2022.
14 funds tracked by Wall St. Rank held 2x Long VIX Futures ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.