WA
USLV

WFG Advisors’s VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER USLV Stock Holding History

WFG Advisors’s Portfolio USLV Stock Details USLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$10K Buy
85
+10
+13% +$1.35K ﹤0.01% 1165
2017
Q1 		$12K Sell
75
-10
-12% -$1.47K ﹤0.01% 1032
2016
Q4 		$10K Sell
85
-60
-41% -$9.02K ﹤0.01% 1126
2016
Q3 		$32K Sell
145
-1,228
-89% -$298K 0.01% 825
2016
Q2 		$303K Sell
1,373
-197
-13% -$32K 0.08% 241
2016
Q1 		$201K Buy
+1,570
New +$188K 0.06% 302

Other funds holding USLV

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WFG Advisors's USLV Position: Q2 2017 in Review

WFG Advisors increased its VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER (USLV) stake by 13% in Q2 2017, buying an estimated $1.35K and bringing the position to 85 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

WFG Advisors first reported a position in USLV in Q1 2016 and has held it in 6 quarters since. The position peaked at $303K in Q2 2016. 11 funds tracked by Wall St. Rank hold USLV as of Q2 2017.

  • WFG Advisors held 85 shares of VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER worth $10K as of Q2 2017.
  • WFG Advisors bought 10 VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER shares in Q2 2017, an estimated $1.35K.
  • VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1165 holding.
  • WFG Advisors first reported a position in VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER position peaked at $303K in Q2 2016.
  • 11 funds tracked by Wall St. Rank held VelocitySharesTM 3x Long Silver ETN linked to the S&P GSCI Silver Index ER as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.