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BDO Wealth Advisors’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

BDO Wealth Advisors’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10
Closed -$1K – 1053
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1029
2021
Q1 		$1K Buy
+10
New +$943 ﹤0.01% 1042

Other funds holding BIB

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $474M AUM 95.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UMC
United Maritime Capital New York $15.2M AUM 45.42% 1-Year Est. Return

BDO Wealth Advisors's BIB Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in BIB in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 32 funds tracked by Wall St. Rank hold BIB as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 10 ProShares Ultra NASDAQ Biotechnology shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra NASDAQ Biotechnology in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra NASDAQ Biotechnology position peaked at $1K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.