Blue Trust Inc’s ProShares Ultra MSCI Emerging Markets EET Stock Holding History

Blue Trust Inc’s Portfolio EET Stock Details EET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21	Closed	-$1K	–	2142
2023 Q1	$1K	Buy	+21	New	+$1.11K	﹤0.01%	2138

Other funds holding EET

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blue Trust Inc's EET Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Ultra MSCI Emerging Markets (EET) in Q2 2023, closing a stake of 21 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in EET in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 10 funds tracked by Wall St. Rank hold EET as of Q2 2023.

Blue Trust Inc reported no remaining ProShares Ultra MSCI Emerging Markets position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 21 ProShares Ultra MSCI Emerging Markets shares in Q2 2023, an estimated $1K.
Blue Trust Inc first reported a position in ProShares Ultra MSCI Emerging Markets in Q1 2023 and held it in 1 quarter.
Blue Trust Inc's ProShares Ultra MSCI Emerging Markets position peaked at $1K in Q1 2023.
10 funds tracked by Wall St. Rank held ProShares Ultra MSCI Emerging Markets as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.