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

Wealthspire Advisors (Maryland)’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
2020
Q3 		$473K Buy
297
+141
+90% +$251K 0.02% 285
2020
Q2 		$339K Buy
+156
New +$375K 0.02% 317

Other funds holding VXX

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VXX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) stake by 90% in Q3 2020, buying an estimated $251K and bringing the position to 297 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #285.

Wealthspire Advisors (Maryland) first reported a position in VXX in Q2 2020 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold VXX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 297 shares of iPath Series B S&P 500 VIX Short-Term Futures ETN worth $473K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 141 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q3 2020, an estimated $251K.
  • iPath Series B S&P 500 VIX Short-Term Futures ETN made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #285 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2020 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.