TWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return