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Client First Investment Management’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Client First Investment Management’s Portfolio OILK Stock Details OILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,409
Closed -$600K – 30
2024
Q2 		$600K Buy
+12,409
New +$588K 0.47% 19

Other funds holding OILK

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Client First Investment Management's OILK Position: Q3 2024 in Review

Client First Investment Management sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q3 2024, closing a stake of 12,409 shares — an estimated $600K sold.

Client First Investment Management first reported a position in OILK in Q2 2024 and held it in 1 quarter. The position peaked at $600K in Q2 2024. 33 funds tracked by Wall St. Rank hold OILK as of Q3 2024.

  • Client First Investment Management reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Client First Investment Management sold 12,409 ProShares K-1 Free Crude Oil Strategy ETF shares in Q3 2024, an estimated $600K.
  • Client First Investment Management first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Client First Investment Management's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $600K in Q2 2024.
  • 33 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q3 2024.

Based on Client First Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.