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Barrett & Company’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Barrett & Company’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-348
Closed -$16.8K – 620
2024
Q3 		$16.8K Hold
348
– – 0.01% 380
2024
Q2 		$13.7K Hold
348
– – 0.01% 405
2024
Q1 		$14.8K Sell
348
-182
-34% -$7.13K 0.01% 401
2023
Q4 		$19.7K Hold
530
– – 0.01% 347
2023
Q3 		$14.2K Buy
530
+2
+0.4% +$60 0.01% 381
2023
Q2 		$15.8K Buy
528
+2
+0.4% +$57 0.01% 378
2023
Q1 		$14.6K Buy
526
+2
+0.4% +$56 0.01% 355
2022
Q4 		$14.9K Hold
524
– – 0.01% 346
2022
Q3 		$14.9K Buy
+524
New +$14K 0.01% 346

Other funds holding UDOW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrett & Company's UDOW Position: Q4 2024 in Review

Barrett & Company sold out of ProShares UltraPro Dow 30 (UDOW) in Q4 2024, closing a stake of 348 shares — an estimated $16.8K sold.

Barrett & Company first reported a position in UDOW in Q3 2022 and held it in 9 quarters. The position peaked at $19.7K in Q4 2023. 62 funds tracked by Wall St. Rank hold UDOW as of Q4 2024.

  • Barrett & Company reported no remaining ProShares UltraPro Dow 30 position as of Q4 2024 after selling out during the quarter.
  • Barrett & Company sold 348 ProShares UltraPro Dow 30 shares in Q4 2024, an estimated $16.8K.
  • Barrett & Company first reported a position in ProShares UltraPro Dow 30 in Q3 2022 and held it in 9 quarters.
  • Barrett & Company's ProShares UltraPro Dow 30 position peaked at $19.7K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q4 2024.

Based on Barrett & Company's 13F filing for Q4 2024, filed 28 Jan 2025.