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Avior Wealth Management’s ProShares Ultra Real Estate URE Stock Holding History

Avior Wealth Management’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
2023
Q2 		– Sell
-60
Closed -$3.33K – 1542
2023
Q1 		$3.49K Hold
60
– – ﹤0.01% 1306
2022
Q4 		$3.49K Hold
60
– – ﹤0.01% 1000
2022
Q3 		$3K Buy
+60
New +$4.5K ﹤0.01% 1002

Other funds holding URE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avior Wealth Management's URE Position: Q2 2023 in Review

Avior Wealth Management sold out of ProShares Ultra Real Estate (URE) in Q2 2023, closing a stake of 60 shares — an estimated $3.33K sold.

Avior Wealth Management first reported a position in URE in Q3 2022 and held it in 3 quarters. The position peaked at $3.49K in Q1 2023. 15 funds tracked by Wall St. Rank hold URE as of Q2 2023.

  • Avior Wealth Management reported no remaining ProShares Ultra Real Estate position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 60 ProShares Ultra Real Estate shares in Q2 2023, an estimated $3.33K.
  • Avior Wealth Management first reported a position in ProShares Ultra Real Estate in Q3 2022 and held it in 3 quarters.
  • Avior Wealth Management's ProShares Ultra Real Estate position peaked at $3.49K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.