AWM
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Activest Wealth Management’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

Activest Wealth Management’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
2023
Q1 		– Sell
-100
Closed -$4.86K – 379
2022
Q4 		$4.86K Hold
100
– – ﹤0.01% 358
2022
Q3 		$4K Buy
+100
New +$5.26K ﹤0.01% 361

Other funds holding EET

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Activest Wealth Management's EET Position: Q1 2023 in Review

Activest Wealth Management sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q1 2023, closing a stake of 100 shares — an estimated $4.86K sold.

Activest Wealth Management first reported a position in EET in Q3 2022 and held it in 2 quarters. The position peaked at $4.86K in Q4 2022. 12 funds tracked by Wall St. Rank hold EET as of Q1 2023.

  • Activest Wealth Management reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 100 ProShares Ultra MSCI Emerging Markets shares in Q1 2023, an estimated $4.86K.
  • Activest Wealth Management first reported a position in ProShares Ultra MSCI Emerging Markets in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's ProShares Ultra MSCI Emerging Markets position peaked at $4.86K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.