Avior Wealth Management
URE icon

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
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Intercontinental Wealth Advisors
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Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Snowden Capital Advisors
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee St Helier, Jersey $1.16B AUM 24.39% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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.