Accredited Wealth Management’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Accredited Wealth Management’s Portfolio UMDD Stock Details UMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-175	Closed	-$4.64K	–	419
2024 Q4	$4.64K	Buy	+175	New	+$5.18K	﹤0.01%	296

Other funds holding UMDD

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's UMDD Position: Q1 2025 in Review

Accredited Wealth Management sold out of ProShares UltraPro MidCap400 (UMDD) in Q1 2025, closing a stake of 175 shares — an estimated $4.64K sold.

Accredited Wealth Management first reported a position in UMDD in Q4 2024 and held it in 1 quarter. The position peaked at $4.64K in Q4 2024. 5 funds tracked by Wall St. Rank hold UMDD as of Q1 2025.

Accredited Wealth Management reported no remaining ProShares UltraPro MidCap400 position as of Q1 2025 after selling out during the quarter.
Accredited Wealth Management sold 175 ProShares UltraPro MidCap400 shares in Q1 2025, an estimated $4.64K.
Accredited Wealth Management first reported a position in ProShares UltraPro MidCap400 in Q4 2024 and held it in 1 quarter.
Accredited Wealth Management's ProShares UltraPro MidCap400 position peaked at $4.64K in Q4 2024.
5 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q1 2025.

Based on Accredited Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.