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BDO Wealth Advisors’s ProShares Ultra Utilities UPW Stock Holding History

BDO Wealth Advisors’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,628
Closed -$38K – 1128
2021
Q2 		$38K Hold
2,628
– – ﹤0.01% 508
2021
Q1 		$39K Buy
+2,628
New +$36.6K ﹤0.01% 489

Other funds holding UPW

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

BDO Wealth Advisors sold out of ProShares Ultra Utilities (UPW) in Q3 2021, closing a stake of 2,628 shares — an estimated $38K sold.

BDO Wealth Advisors first reported a position in UPW in Q1 2021 and held it in 2 quarters. The position peaked at $39K in Q1 2021. 12 funds tracked by Wall St. Rank hold UPW as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra Utilities position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,628 ProShares Ultra Utilities shares in Q3 2021, an estimated $38K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra Utilities in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra Utilities position peaked at $39K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2021.

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