Axxcess Wealth Management’s ProShares UltraShort Bloomberg Crude Oil SCO Stock Holding History

Axxcess Wealth Management’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
2023 Q1	–	Sell	-2,126	Closed	-$203K	–	680
2022 Q4	$203K	Buy	2,126 +15	+0.7%	+$1.51K	0.02%	562
2022 Q3	$256K	Buy	+2,111	New	+$214K	0.02%	437
2022 Q2	–	Sell	-1,847	Closed	-$214K	–	642
2022 Q1	$214K	Buy	1,847 +243	+15%	+$41.2K	0.02%	568
2021 Q4	$409K	Buy	+1,604	New	+$440K	0.03%	408

Other funds holding SCO

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Axxcess Wealth Management's SCO Position: Q1 2023 in Review

Axxcess Wealth Management sold out of ProShares UltraShort Bloomberg Crude Oil (SCO) in Q1 2023, closing a stake of 2,126 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in SCO in Q4 2021 and held it in 4 quarters. The position peaked at $409K in Q4 2021. 22 funds tracked by Wall St. Rank hold SCO as of Q1 2023.

Axxcess Wealth Management reported no remaining ProShares UltraShort Bloomberg Crude Oil position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 2,126 ProShares UltraShort Bloomberg Crude Oil shares in Q1 2023, an estimated $203K.
Axxcess Wealth Management first reported a position in ProShares UltraShort Bloomberg Crude Oil in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's ProShares UltraShort Bloomberg Crude Oil position peaked at $409K in Q4 2021.
22 funds tracked by Wall St. Rank held ProShares UltraShort Bloomberg Crude Oil as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.