AWM
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Axxcess Wealth Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

Axxcess Wealth Management’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,699
Closed -$497K – 934
2023
Q3 		$497K Buy
+14,699
New +$606K 0.02% 473

Other funds holding URTY

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Axxcess Wealth Management's URTY Position: Q4 2023 in Review

Axxcess Wealth Management sold out of ProShares UltraPro Russell2000 (URTY) in Q4 2023, closing a stake of 14,699 shares — an estimated $497K sold.

Axxcess Wealth Management first reported a position in URTY in Q3 2023 and held it in 1 quarter. The position peaked at $497K in Q3 2023. 29 funds tracked by Wall St. Rank hold URTY as of Q4 2023.

  • Axxcess Wealth Management reported no remaining ProShares UltraPro Russell2000 position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,699 ProShares UltraPro Russell2000 shares in Q4 2023, an estimated $497K.
  • Axxcess Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's ProShares UltraPro Russell2000 position peaked at $497K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.