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Concurrent Investment Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Concurrent Investment Advisors’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-32,943
Closed -$740K – 1001
2023
Q4 		$740K Buy
+32,943
New +$625K 0.04% 396

Other funds holding UBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Concurrent Investment Advisors's UBT Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q1 2024, closing a stake of 32,943 shares — an estimated $740K sold.

Concurrent Investment Advisors first reported a position in UBT in Q4 2023 and held it in 1 quarter. The position peaked at $740K in Q4 2023. 13 funds tracked by Wall St. Rank hold UBT as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 32,943 ProShares Ultra 20+ Year Treasury shares in Q1 2024, an estimated $740K.
  • Concurrent Investment Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's ProShares Ultra 20+ Year Treasury position peaked at $740K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.