Beaird Harris Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Beaird Harris Wealth Management’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-704	Closed	-$23.2K	–	793
2024 Q1	$23.2K	Buy	+704	New	+$20.5K	﹤0.01%	265
2023 Q2	–	Sell	-24	Closed	-$636	–	495
2023 Q1	$636	Hold	24	–	–	﹤0.01%	433
2022 Q4	$727	Hold	24	–	–	﹤0.01%	660
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	468
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	388
2022 Q1	$1K	Buy	+24	New	+$773	﹤0.01%	583

Other funds holding UCO

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Beaird Harris Wealth Management's UCO Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2024, closing a stake of 704 shares — an estimated $23.2K sold.

Beaird Harris Wealth Management first reported a position in UCO in Q1 2022 and held it in 6 quarters. The position peaked at $23.2K in Q1 2024. 39 funds tracked by Wall St. Rank hold UCO as of Q2 2024.

Beaird Harris Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 704 ProShares Ultra Bloomberg Crude Oil shares in Q2 2024, an estimated $23.2K.
Beaird Harris Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2022 and held it in 6 quarters.
Beaird Harris Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $23.2K in Q1 2024.
39 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.