ULWM
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Upper Left Wealth Management’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Upper Left Wealth Management’s Portfolio SVXY Stock Details SVXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-175,600
Closed -$2.03M – 52
2022
Q2 		$2.03M Buy
175,600
+4,834
+3% +$121K 2.35% 17
2022
Q1 		$2.14M Buy
+170,766
New +$4.66M 2.21% 20

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HF
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Susquehanna International Group
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Morgan Stanley
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Upper Left Wealth Management's SVXY Position: Q3 2022 in Review

Upper Left Wealth Management sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q3 2022, closing a stake of 175,600 shares — an estimated $2.03M sold.

Upper Left Wealth Management first reported a position in SVXY in Q1 2022 and held it in 2 quarters. The position peaked at $2.14M in Q1 2022. 35 funds tracked by Wall St. Rank hold SVXY as of Q3 2022.

  • Upper Left Wealth Management reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q3 2022 after selling out during the quarter.
  • Upper Left Wealth Management sold 175,600 ProShares Short VIX Short-Term Futures ETF shares in Q3 2022, an estimated $2.03M.
  • Upper Left Wealth Management first reported a position in ProShares Short VIX Short-Term Futures ETF in Q1 2022 and held it in 2 quarters.
  • Upper Left Wealth Management's ProShares Short VIX Short-Term Futures ETF position peaked at $2.14M in Q1 2022.
  • 35 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q3 2022.

Based on Upper Left Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.