AE Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

AE Wealth Management’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,664	Closed	-$217K	–	1846
2022 Q1	$217K	Buy	+5,664	New	+$183K	﹤0.01%	1559
2020 Q2	–	Sell	-1,867	Closed	-$19K	–	1344
2020 Q1	$19K	Buy	+1,867	New	+$143K	﹤0.01%	1091

Other funds holding UCO

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

CFA

Compass Financial Advisors Fort Wayne, Indiana $78.9M AUM 0.9% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

AE Wealth Management's UCO Position: Q2 2022 in Review

AE Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2022, closing a stake of 5,664 shares — an estimated $217K sold.

AE Wealth Management first reported a position in UCO in Q1 2020 and held it in 2 quarters. The position peaked at $217K in Q1 2022. 60 funds tracked by Wall St. Rank hold UCO as of Q2 2022.

AE Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2022 after selling out during the quarter.
AE Wealth Management sold 5,664 ProShares Ultra Bloomberg Crude Oil shares in Q2 2022, an estimated $217K.
AE Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2020 and held it in 2 quarters.
AE Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $217K in Q1 2022.
60 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.