Wealthcare Advisory Partners’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-115	Closed	-$4K	–	2131
2021 Q1	$4K	Buy	+115	New	+$4.5K	﹤0.01%	1755
2020 Q2	–	Sell	-115	Closed	-$4K	–	1544
2020 Q1	$4K	Hold	115	–	–	﹤0.01%	1201
2019 Q4	$2K	Hold	115	–	–	﹤0.01%	1299
2019 Q3	$2K	Hold	115	–	–	﹤0.01%	1262
2019 Q2	$2K	Hold	115	–	–	﹤0.01%	1226
2019 Q1	$2K	Hold	115	–	–	﹤0.01%	1132
2018 Q4	$2K	Hold	115	–	–	﹤0.01%	1116
2018 Q3	$2K	Hold	115	–	–	﹤0.01%	1155
2018 Q2	$2K	Hold	115	–	–	﹤0.01%	1157
2018 Q1	$2K	Hold	115	–	–	﹤0.01%	993
2017 Q4	$3K	Hold	115	–	–	﹤0.01%	903
2017 Q3	$3K	Buy	+115	New	+$2.69K	﹤0.01%	748

Other funds holding XVZ

CCP

Cassia Capital Partners Winston Salem, North Carolina $194M AUM 16.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealthcare Advisory Partners's XVZ Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iPath S&P 500 Dynamic VIX ETN (XVZ) in Q2 2021, closing a stake of 115 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in XVZ in Q3 2017 and held it in 12 quarters. The position peaked at $4K in Q1 2021. 5 funds tracked by Wall St. Rank hold XVZ as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iPath S&P 500 Dynamic VIX ETN position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 115 iPath S&P 500 Dynamic VIX ETN shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in iPath S&P 500 Dynamic VIX ETN in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's iPath S&P 500 Dynamic VIX ETN position peaked at $4K in Q1 2021.
5 funds tracked by Wall St. Rank held iPath S&P 500 Dynamic VIX ETN as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.