Ahrens Investment Partners’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$21.2K	Buy	+800	New	+$21.8K	0.01%	460
2022 Q3	–	Sell	-800	Closed	-$33K	–	850
2022 Q2	$33K	Hold	800	–	–	0.01%	410
2022 Q1	$31K	Hold	800	–	–	0.01%	506
2021 Q4	$17K	Buy	+800	New	+$17.7K	0.01%	616

Other funds holding UCO

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

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

TMC

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

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

Ahrens Investment Partners's UCO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2023: 800 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UCO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $33K in Q2 2022. 47 funds tracked by Wall St. Rank hold UCO as of Q1 2023.

Ahrens Investment Partners held 800 shares of ProShares Ultra Bloomberg Crude Oil worth $21.2K as of Q1 2023.
ProShares Ultra Bloomberg Crude Oil was a new Ahrens Investment Partners position in Q1 2023.
ProShares Ultra Bloomberg Crude Oil made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #460 holding.
Ahrens Investment Partners first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's ProShares Ultra Bloomberg Crude Oil position peaked at $33K in Q2 2022.
47 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.