Avidian Wealth Enterprises’s ProShares UltraShort Bloomberg Crude Oil SCO Stock Holding History

Avidian Wealth Enterprises’s Portfolio SCO Stock Details SCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-13,750	Closed	-$482K	–	794
2026 Q2	$482K	Buy	+13,750	New	+$396K	0.01%	487
2020 Q3	–	Sell	-143	Closed	-$209K	–	297
2020 Q2	$209K	Buy	+143	New	+$339K	0.03%	237

Other funds holding SCO

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Ridgepath Capital Management Knoxville, Tennessee $182M AUM 7.73% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return

Avidian Wealth Enterprises's SCO Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of ProShares UltraShort Bloomberg Crude Oil (SCO) in Q3 2026, closing a stake of 13,750 shares — an estimated $482K sold.

Avidian Wealth Enterprises first reported a position in SCO in Q2 2020 and held it in 2 quarters. The position peaked at $482K in Q2 2026. 22 funds tracked by Wall St. Rank hold SCO as of Q3 2026.

Avidian Wealth Enterprises reported no remaining ProShares UltraShort Bloomberg Crude Oil position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 13,750 ProShares UltraShort Bloomberg Crude Oil shares in Q3 2026, an estimated $482K.
Avidian Wealth Enterprises first reported a position in ProShares UltraShort Bloomberg Crude Oil in Q2 2020 and held it in 2 quarters.
Avidian Wealth Enterprises's ProShares UltraShort Bloomberg Crude Oil position peaked at $482K in Q2 2026.
22 funds tracked by Wall St. Rank held ProShares UltraShort Bloomberg Crude Oil as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.