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Cassaday & Co Wealth Management’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Cassaday & Co Wealth Management’s Portfolio UMDD Stock Details UMDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-25,737
Closed -$478K – 269
2023
Q1 		$478K Buy
+25,737
New +$518K 0.02% 154

Other funds holding UMDD

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Cassaday & Co Wealth Management's UMDD Position: Q2 2023 in Review

Cassaday & Co Wealth Management sold out of ProShares UltraPro MidCap400 (UMDD) in Q2 2023, closing a stake of 25,737 shares — an estimated $478K sold.

Cassaday & Co Wealth Management first reported a position in UMDD in Q1 2023 and held it in 1 quarter. The position peaked at $478K in Q1 2023. 4 funds tracked by Wall St. Rank hold UMDD as of Q2 2023.

  • Cassaday & Co Wealth Management reported no remaining ProShares UltraPro MidCap400 position as of Q2 2023 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 25,737 ProShares UltraPro MidCap400 shares in Q2 2023, an estimated $478K.
  • Cassaday & Co Wealth Management first reported a position in ProShares UltraPro MidCap400 in Q1 2023 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's ProShares UltraPro MidCap400 position peaked at $478K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q2 2023.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.