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Blue Trust Inc’s ProShares Ultra Health Care RXL Stock Holding History

Blue Trust Inc’s Portfolio RXL Stock Details RXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-204
Closed -$10K – 2451
2023
Q1 		$10K Buy
+204
New +$8.94K ﹤0.01% 1609

Other funds holding RXL

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Blue Trust Inc sold out of ProShares Ultra Health Care (RXL) in Q2 2023, closing a stake of 204 shares — an estimated $10K sold.

Blue Trust Inc first reported a position in RXL in Q1 2023 and held it in 1 quarter. The position peaked at $10K in Q1 2023. 17 funds tracked by Wall St. Rank hold RXL as of Q2 2023.

  • Blue Trust Inc reported no remaining ProShares Ultra Health Care position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 204 ProShares Ultra Health Care shares in Q2 2023, an estimated $10K.
  • Blue Trust Inc first reported a position in ProShares Ultra Health Care in Q1 2023 and held it in 1 quarter.
  • Blue Trust Inc's ProShares Ultra Health Care position peaked at $10K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q2 2023.

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