AWE
UCO icon

Avidian Wealth Enterprises’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-8,120
Closed -$215K – 490
2023
Q1 		$215K Buy
+8,120
New +$222K 0.01% 439
2022
Q3 		– Sell
-6,340
Closed -$265K – 467
2022
Q2 		$265K Hold
6,340
– – 0.02% 377
2022
Q1 		$243K Buy
+6,340
New +$204K 0.01% 422

Other funds holding UCO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return