BerganKDV Wealth Management’s ProShares Ultra FTSE China 50 of PROSHARES TRUST XPP Stock Holding History

BerganKDV Wealth Management’s Portfolio XPP Stock Details XPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-63	Closed	-$4K	–	1013
2019 Q4	$4K	Buy	63 +3	+5%	+$181	﹤0.01%	683
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	617
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	621
2019 Q1	$4K	Buy	+60	New	+$4.03K	﹤0.01%	623

Other funds holding XPP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BerganKDV Wealth Management's XPP Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of ProShares Ultra FTSE China 50 of PROSHARES TRUST (XPP) in Q1 2020, closing a stake of 63 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in XPP in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 6 funds tracked by Wall St. Rank hold XPP as of Q1 2020.

BerganKDV Wealth Management reported no remaining ProShares Ultra FTSE China 50 of PROSHARES TRUST position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 63 ProShares Ultra FTSE China 50 of PROSHARES TRUST shares in Q1 2020, an estimated $4K.
BerganKDV Wealth Management first reported a position in ProShares Ultra FTSE China 50 of PROSHARES TRUST in Q1 2019 and held it in 4 quarters.
BerganKDV Wealth Management's ProShares Ultra FTSE China 50 of PROSHARES TRUST position peaked at $4K in Q4 2019.
6 funds tracked by Wall St. Rank held ProShares Ultra FTSE China 50 of PROSHARES TRUST as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.