Sugar Maple Asset Management, LLC VXX — BARCLAYS BANK PLC

Ownership history in Sugar Maple Asset Management, LLC  ·  6 quarters on record

AI Ownership Summary

Sugar Maple Asset Management, LLC reported BARCLAYS BANK PLC (VXX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.48% in 2026 Q1. The latest visible filing shows VXX at 1.48% 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 Sugar Maple Asset Management, LLC'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 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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 Sugar Maple Asset Management, LLC fund profile Sugar Maple Asset Management, LLC full holdings
How Sugar Maple Asset Management, LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 68,225 +54,000 +379.6% 1.48% $2.4M 2026-04-21 $29.89
2025 Q4 REDUCED 73.0% +34.9% ❌ 14,225 -38,500 -73.0% 0.25% $377K 2026-01-20 $29.38
2025 Q3 ADDED — — — 52,725 +40,225 +321.8% 1.25% $1.7M 2025-10-29 $33.57
2025 Q2 REDUCED 33.0% -30.8% ✅ 12,500 -6,150 -33.0% 0.47% $601K 2025-08-15 $39.04
2025 Q1 ADDED — — — 18,650 +10,650 +133.1% 0.76% $960K 2025-04-10 $79.20
2024 Q4 INITIATED — — — 8,000 — — 0.28% $366K 2025-01-16 $43.62

🏢 Other funds also holding VXX

As of 2026 Q1 — sorted by position size

Cohalo Advisory LLC 16.17% Capstone Capital Management Ltd 3.19% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.16% Vanguard Capital Wealth Advisors 3Y 7Y 0.28% AVAII WEALTH MANAGEMENT, LLC 3Y 0.13% Tactive Advisors, LLC 0.13% Oxinas Partners, LLC 3Y 0.12% AM INVESTMENT STRATEGIES LLC 3Y 0.06% Sowell Financial Services LLC 3Y 7Y 0.06% GABLES CAPITAL MANAGEMENT INC. 3Y 7Y 0.05%

FAQ About Sugar Maple Asset Management, LLC and VXX

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

How long has Sugar Maple Asset Management, LLC reported owning VXX?

Sugar Maple Asset Management, LLC reported VXX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VXX position in Sugar Maple Asset Management, LLC's portfolio?

The largest reported portfolio weight for VXX was 1.48% in 2026 Q1.

What is the latest reported VXX position on this page?

The most recent filing on this page is 2026 Q1, when Sugar Maple Asset Management, LLC reported 68,225 shares, equal to 1.48% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VXX ownership page compare?

The chart compares Sugar Maple Asset Management, LLC'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 Sugar Maple Asset Management, LLC time their VXX position?

Based on 13F filing dates vs. subsequent VXX price moves, Sugar Maple Asset Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VXX relative to SPY over the holding period was -36.2%.

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