Stratos Wealth Partners, LTD. VXX — BARCLAYS BANK PLC

Ownership history in Stratos Wealth Partners, LTD.  ·  7 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported BARCLAYS BANK PLC (VXX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows VXX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, LTD.'s position in BARCLAYS BANK PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VXX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VXX stock page Stratos Wealth Partners, LTD. fund profile Stratos Wealth Partners, LTD. full holdings
How Stratos Wealth Partners, LTD. held VXX — position size vs. price
% of Fund (quarterly)    VXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,873 +12,096 +31.2% 0.02% $1.8M 2026-04-28 $28.33
2025 Q4 REDUCED 12.8% +34.9% ❌ 38,777 -5,686 -12.8% 0.01% $1.0M 2026-01-20 $29.38
2025 Q3 ADDED — — — 44,463 +4,593 +11.5% 0.02% $1.5M 2025-11-06 $34.99
2025 Q2 ADDED — — — 39,870 +20,187 +102.6% 0.03% $1.9M 2025-07-29 $42.10
2025 Q1 ADDED — — — 19,683 +6,755 +52.3% 0.02% $1.0M 2025-04-30 $64.64
2024 Q4 ADDED — — — 12,928 +5,188 +67.0% 0.01% $592K 2025-01-27 $44.49
2024 Q3 INITIATED — — — 7,740 — — 0.01% $384K 2024-10-17 $52.45

🏢 Other funds also holding VXX

As of 2026 Q1 — sorted by position size

Cohalo Advisory LLC 16.17% Capstone Capital Management Ltd 3.19% Sugar Maple Asset Management, LLC 1.48% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.16% Trivest Advisors Ltd 3Y 0.79% OPTIMA CAPITAL LLC 0.7% JBF Capital, Inc. 3Y 7Y 0.51% Fiscal Wisdom Wealth Management, LLC 0.47% Vanguard Capital Wealth Advisors 3Y 7Y 0.28% AVAII WEALTH MANAGEMENT, LLC 3Y 0.13%

FAQ About Stratos Wealth Partners, LTD. and VXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stratos Wealth Partners, LTD. reported owning VXX?

Stratos Wealth Partners, LTD. reported VXX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VXX position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for VXX was 0.03% in 2025 Q2.

What is the latest reported VXX position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Partners, LTD. reported 50,873 shares, equal to 0.02% of portfolio, with an estimated market value of $1.8M.

What does the chart on this VXX ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly VXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stratos Wealth Partners, LTD. time their VXX position?

Based on 13F filing dates vs. subsequent VXX price moves, Stratos Wealth Partners, LTD. correctly timed 2 out of 6 reported position changes (33%).

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