Clearstead Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,888
Closed -$201K 2190
2024
Q3
$201K Buy
+7,888
New +$231K ﹤0.01% 863

Other funds holding UCO

Clearstead Advisors's UCO Position: Q4 2024 in Review

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

Clearstead Advisors 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.

  • Clearstead Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 7,888 ProShares Ultra Bloomberg Crude Oil shares in Q4 2024, an estimated $201K.
  • Clearstead Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q3 2024 and held it in 1 quarter.
  • Clearstead Advisors'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 Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.