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Capital Investment Advisory Services’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Capital Investment Advisory Services’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80
Closed -$2.09K – 1030
2023
Q4 		$2.09K Hold
80
– – ﹤0.01% 940
2023
Q3 		$2.82K Buy
+80
New +$2.47K ﹤0.01% 885
2023
Q2 		– Sell
-152
Closed -$4.02K – 912
2023
Q1 		$4.02K Hold
152
– – ﹤0.01% 804
2022
Q4 		$4.61K Buy
+152
New +$4.58K ﹤0.01% 796

Other funds holding UCO

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

Capital Investment Advisory Services's UCO Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2024, closing a stake of 80 shares — an estimated $2.09K sold.

Capital Investment Advisory Services first reported a position in UCO in Q4 2022 and held it in 4 quarters. The position peaked at $4.61K in Q4 2022. 46 funds tracked by Wall St. Rank hold UCO as of Q1 2024.

  • Capital Investment Advisory Services reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 80 ProShares Ultra Bloomberg Crude Oil shares in Q1 2024, an estimated $2.09K.
  • Capital Investment Advisory Services first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2022 and held it in 4 quarters.
  • Capital Investment Advisory Services's ProShares Ultra Bloomberg Crude Oil position peaked at $4.61K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.