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Wealthspire Advisors (Maryland)’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VIXY Stock Details VIXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4
Closed -$11K – 2564
2017
Q3 		$11K Buy
+4
New +$12.3K ﹤0.01% 1552

Other funds holding VIXY

FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MIM
MPI Investment Management Hinsdale, Illinois $83.5M AUM
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIXY Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of ProShares VIX Short-Term Futures ETF (VIXY) in Q4 2017, closing a stake of 4 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in VIXY in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 34 funds tracked by Wall St. Rank hold VIXY as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining ProShares VIX Short-Term Futures ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 ProShares VIX Short-Term Futures ETF shares in Q4 2017, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in ProShares VIX Short-Term Futures ETF in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s ProShares VIX Short-Term Futures ETF position peaked at $11K in Q3 2017.
  • 34 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.