Aveo Capital Partners’s ProShares Ultra Real Estate URE Stock Holding History

Aveo Capital Partners’s Portfolio URE Stock Details URE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,034	Closed	-$1.13M	–	328
2024 Q4	$1.13M	Sell	18,034 -15,754	-47%	-$1.12M	0.12%	125
2024 Q3	$2.57M	Buy	+33,788	New	+$2.3M	0.27%	83
2022 Q1	–	Sell	-35,696	Closed	-$4.15M	–	305
2021 Q4	$4.15M	Buy	+35,696	New	+$3.66M	0.74%	44
2021 Q3	–	Sell	-12,394	Closed	-$1.09M	–	284
2021 Q2	$1.09M	Sell	12,394 -1,645	-12%	-$137K	0.24%	90
2021 Q1	$1M	Buy	+14,039	New	+$913K	0.25%	85

Other funds holding URE

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TRCT

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Aveo Capital Partners's URE Position: Q1 2025 in Review

Aveo Capital Partners sold out of ProShares Ultra Real Estate (URE) in Q1 2025, closing a stake of 18,034 shares — an estimated $1.13M sold.

Aveo Capital Partners first reported a position in URE in Q1 2021 and held it in 5 quarters. The position peaked at $4.15M in Q4 2021. 14 funds tracked by Wall St. Rank hold URE as of Q1 2025.

Aveo Capital Partners reported no remaining ProShares Ultra Real Estate position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 18,034 ProShares Ultra Real Estate shares in Q1 2025, an estimated $1.13M.
Aveo Capital Partners first reported a position in ProShares Ultra Real Estate in Q1 2021 and held it in 5 quarters.
Aveo Capital Partners's ProShares Ultra Real Estate position peaked at $4.15M in Q4 2021.
14 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.