Core Wealth Advisors (Florida)’s MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN OILU Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio OILU Stock Details OILU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-22	Closed	-$876	–	267
2023 Q1	$876	Buy	+22	New	+$1.02K	﹤0.01%	238

Other funds holding OILU

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $138M AUM 22.14% 1-Year Est. Return

Core Wealth Advisors (Florida)'s OILU Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN (OILU) in Q2 2023, closing a stake of 22 shares — an estimated $876 sold.

Core Wealth Advisors (Florida) first reported a position in OILU in Q1 2023 and held it in 1 quarter. The position peaked at $876 in Q1 2023. 7 funds tracked by Wall St. Rank hold OILU as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 22 MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN shares in Q2 2023, an estimated $876.
Core Wealth Advisors (Florida) first reported a position in MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN in Q1 2023 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN position peaked at $876 in Q1 2023.
7 funds tracked by Wall St. Rank held MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.