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Waverly Advisors’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Waverly Advisors’s Portfolio VXX Stock Details VXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,000
Closed -$424K – 1675
2025
Q4 		$424K Buy
+16,000
New +$523K ﹤0.01% 1068

Other funds holding VXX

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TA
Trivest Advisors Hong Kong $3.18B AUM 588.53% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return

Waverly Advisors's VXX Position: Q1 2026 in Review

Waverly Advisors sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q1 2026, closing a stake of 16,000 shares — an estimated $424K sold.

Waverly Advisors first reported a position in VXX in Q4 2025 and held it in 1 quarter. The position peaked at $424K in Q4 2025. 76 funds tracked by Wall St. Rank hold VXX as of Q1 2026.

  • Waverly Advisors reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 16,000 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q1 2026, an estimated $424K.
  • Waverly Advisors first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q4 2025 and held it in 1 quarter.
  • Waverly Advisors's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $424K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.