Transamerica Financial Advisors’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Transamerica Financial Advisors’s Portfolio XVZ Stock Details XVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1	Closed	-$1K	–	539
2020 Q2	$1K	Buy	+1	New	+$38	﹤0.01%	523
2019 Q3	–	Sell	-2	Closed	-$1K	–	579
2019 Q2	$1K	Buy	+2	New	+$36	﹤0.01%	567
2019 Q1	–	Sell	-1	Closed	-$1K	–	514
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	515
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	511
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	508
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	457
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	435
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	420
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	397
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	390
2016 Q4	$1K	Buy	+1	New	+$28	﹤0.01%	424
2015 Q3	–	Sell	-1	Closed	-$1K	–	951
2015 Q2	$1K	Buy	+1	New	+$29	﹤0.01%	885

Other funds holding XVZ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Transamerica Financial Advisors's XVZ Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in XVZ in Q2 2015 and held it in 12 quarters. The position peaked at $1K in Q2 2020. 2 funds tracked by Wall St. Rank hold XVZ as of Q3 2020.

Transamerica Financial Advisors reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q3 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 1 iPath S&P 500 Dynamic VIX ETN share in Q3 2020, an estimated $1K.
Transamerica Financial Advisors first reported a position in iPath S&P 500 Dynamic VIX ETN in Q2 2015 and held it in 12 quarters.
Transamerica Financial Advisors's iPath S&P 500 Dynamic VIX ETN position peaked at $1K in Q2 2020.
2 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.