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Citizens National Bank Trust Department’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Citizens National Bank Trust Department’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,200
Closed -$155K – 330
2023
Q2 		$155K Buy
+5,200
New +$148K 0.04% 161

Other funds holding UDOW

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Citizens National Bank Trust Department's UDOW Position: Q3 2023 in Review

Citizens National Bank Trust Department sold out of ProShares UltraPro Dow 30 (UDOW) in Q3 2023, closing a stake of 5,200 shares — an estimated $155K sold.

Citizens National Bank Trust Department first reported a position in UDOW in Q2 2023 and held it in 1 quarter. The position peaked at $155K in Q2 2023. 42 funds tracked by Wall St. Rank hold UDOW as of Q3 2023.

  • Citizens National Bank Trust Department reported no remaining ProShares UltraPro Dow 30 position as of Q3 2023 after selling out during the quarter.
  • Citizens National Bank Trust Department sold 5,200 ProShares UltraPro Dow 30 shares in Q3 2023, an estimated $155K.
  • Citizens National Bank Trust Department first reported a position in ProShares UltraPro Dow 30 in Q2 2023 and held it in 1 quarter.
  • Citizens National Bank Trust Department's ProShares UltraPro Dow 30 position peaked at $155K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q3 2023.

Based on Citizens National Bank Trust Department's 13F filing for Q3 2023, filed 25 Oct 2023.