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BDO Wealth Advisors’s ProShares Ulta SmallCap600 SAA Stock Holding History

BDO Wealth Advisors’s Portfolio SAA Stock Details SAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 1113
2021
Q2 		$3K Hold
100
– – ﹤0.01% 956
2021
Q1 		$3K Buy
+100
New +$2.78K ﹤0.01% 950

Other funds holding SAA

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BDO Wealth Advisors sold out of ProShares Ulta SmallCap600 (SAA) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in SAA in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 6 funds tracked by Wall St. Rank hold SAA as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ulta SmallCap600 position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 ProShares Ulta SmallCap600 shares in Q3 2021, an estimated $3K.
  • BDO Wealth Advisors first reported a position in ProShares Ulta SmallCap600 in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ulta SmallCap600 position peaked at $3K in Q2 2021.
  • 6 funds tracked by Wall St. Rank held ProShares Ulta SmallCap600 as of Q3 2021.

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