Corient Private Wealth
UDOW icon

Corient Private Wealth’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Corient Private Wealth’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
2026
Q1 		$1.21M Sell
24,030
-24,030
-50% -$1.41M ﹤0.01% 1540
2025
Q4 		$2.78M Buy
48,060
+20,220
+73% +$1.13M ﹤0.01% 1354
2025
Q3 		$1.49M Sell
27,840
-12,402
-31% -$617K ﹤0.01% 1215
2025
Q2 		$1.9M Buy
40,242
+2,550
+7% +$103K ﹤0.01% 1062
2025
Q1 		$1.66M Buy
37,692
+1,370
+4% +$67K ﹤0.01% 1049
2024
Q4 		$1.72M Hold
36,322
– – ﹤0.01% 1059
2024
Q3 		$1.74M Sell
36,322
-990
-3% -$42.8K ﹤0.01% 1159
2024
Q2 		$1.47M Hold
37,312
– – ﹤0.01% 1173
2024
Q1 		$1.59M Sell
37,312
-27,350
-42% -$1.07M ﹤0.01% 1135
2023
Q4 		$2.4M Buy
64,662
+12,246
+23% +$370K ﹤0.01% 924
2023
Q3 		$1.41M Buy
52,416
+44,416
+555% +$1.34M ﹤0.01% 1057
2023
Q2 		$239K Sell
8,000
-17,200
-68% -$488K ﹤0.01% 1799
2023
Q1 		$700K Buy
+25,200
New +$710K ﹤0.01% 1232

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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $2.64B AUM 33.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return