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BerganKDV Wealth Management’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

BerganKDV Wealth Management’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
2022
Q1 		– Sell
-229
Closed -$19K – 998
2021
Q4 		$19K Buy
+229
New +$19.6K ﹤0.01% 552

Other funds holding BIB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

BerganKDV Wealth Management's BIB Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q1 2022, closing a stake of 229 shares — an estimated $19K sold.

BerganKDV Wealth Management first reported a position in BIB in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 28 funds tracked by Wall St. Rank hold BIB as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 229 ProShares Ultra NASDAQ Biotechnology shares in Q1 2022, an estimated $19K.
  • BerganKDV Wealth Management first reported a position in ProShares Ultra NASDAQ Biotechnology in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's ProShares Ultra NASDAQ Biotechnology position peaked at $19K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.