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Capital Wealth Planning’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Capital Wealth Planning’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
Q4 		– Sell
-7,888
Closed -$201K – 158
2024
Q3 		$201K Buy
+7,888
New +$231K ﹤0.01% 135

Other funds holding UCO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Capital Wealth Planning's UCO Position: Q4 2024 in Review

Capital Wealth Planning sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q4 2024, closing a stake of 7,888 shares — an estimated $201K sold.

Capital Wealth Planning first reported a position in UCO in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 39 funds tracked by Wall St. Rank hold UCO as of Q4 2024.

  • Capital Wealth Planning reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 7,888 ProShares Ultra Bloomberg Crude Oil shares in Q4 2024, an estimated $201K.
  • Capital Wealth Planning first reported a position in ProShares Ultra Bloomberg Crude Oil in Q3 2024 and held it in 1 quarter.
  • Capital Wealth Planning's ProShares Ultra Bloomberg Crude Oil position peaked at $201K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.