Wealth Enhancement Advisory Services
VXZ icon

Wealth Enhancement Advisory Services’s iPath Series B S&P 500 VIX Mid-Term Futures ETN VXZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VXZ Stock Details VXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,125
Closed -$144 – 2441
2023
Q3 		$144 Buy
+3,125
New +$211K ﹤0.01% 2253

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NA
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CIBC World Market
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ACM
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Jane Street
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SFS
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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's VXZ Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ) in Q4 2023, closing a stake of 67 shares — an estimated $4.5K sold.

Wealth Enhancement Advisory Services first reported a position in VXZ in Q3 2023 and held it in 1 quarter. The position peaked at $4.5K in Q3 2023. 12 funds tracked by Wall St. Rank hold VXZ as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining iPath Series B S&P 500 VIX Mid-Term Futures ETN position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 67 iPath Series B S&P 500 VIX Mid-Term Futures ETN shares in Q4 2023, an estimated $4.5K.
  • Wealth Enhancement Advisory Services first reported a position in iPath Series B S&P 500 VIX Mid-Term Futures ETN in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iPath Series B S&P 500 VIX Mid-Term Futures ETN position peaked at $4.5K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Mid-Term Futures ETN as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.