BerganKDV Wealth Management
BIB icon

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 $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 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.