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Acorn Wealth Advisors’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

Acorn Wealth Advisors’s Portfolio EET Stock Details EET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-24
Closed -$2K – 602
2018
Q1 		$2K Sell
24
-176
-88% -$17.7K ﹤0.01% 722
2017
Q4 		$20K Buy
+200
New +$17.7K 0.02% 379

Other funds holding EET

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Acorn Wealth Advisors's EET Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q2 2018, closing a stake of 24 shares — an estimated $2K sold.

Acorn Wealth Advisors first reported a position in EET in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 11 funds tracked by Wall St. Rank hold EET as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 24 ProShares Ultra MSCI Emerging Markets shares in Q2 2018, an estimated $2K.
  • Acorn Wealth Advisors first reported a position in ProShares Ultra MSCI Emerging Markets in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's ProShares Ultra MSCI Emerging Markets position peaked at $20K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.