Creative Financial Designs
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Creative Financial Designs’s ProShares Ultra Real Estate URE Stock Holding History

Creative Financial Designs’s Portfolio URE Stock Details URE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,550
Closed -$137K – 1455
2021
Q2 		$137K Sell
1,550
-348
-18% -$29.1K 0.02% 381
2021
Q1 		$135K Sell
1,898
-217
-10% -$14.1K 0.03% 357
2020
Q4 		$131K Sell
2,115
-537
-20% -$31.6K 0.03% 328
2020
Q3 		$145K Sell
2,652
-570
-18% -$31.8K 0.04% 283
2020
Q2 		$172K Buy
3,222
+50
+2% +$2.5K 0.05% 215
2020
Q1 		$138K Buy
3,172
+2,952
+1,342% +$233K 0.07% 153
2019
Q4 		$19K Hold
220
– – 0.01% 337
2019
Q3 		$19K Sell
220
-100
-31% -$8.26K 0.01% 342
2019
Q2 		$26K Hold
320
– – 0.01% 295
2019
Q1 		$24K Hold
320
– – 0.01% 295
2018
Q4 		$18K Hold
320
– – 0.01% 294
2018
Q3 		$21K Hold
320
– – 0.01% 330
2018
Q2 		$21K Sell
320
-100
-24% -$5.95K 0.01% 354
2018
Q1 		$24K Buy
420
+100
+31% +$5.76K 0.02% 307
2017
Q4 		$21K Hold
320
– – 0.01% 311
2017
Q3 		$20K Buy
320
+220
+220% +$14K 0.01% 341
2017
Q2 		$6K Sell
100
-100
-50% -$6.18K ﹤0.01% 499
2017
Q1 		$12K Buy
+200
New +$11.7K 0.01% 384

Other funds holding URE

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Intercontinental Wealth Advisors
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Financial Designs's URE Position: Q3 2021 in Review

Creative Financial Designs sold out of ProShares Ultra Real Estate (URE) in Q3 2021, closing a stake of 1,550 shares — an estimated $137K sold.

Creative Financial Designs first reported a position in URE in Q1 2017 and held it in 18 quarters. The position peaked at $172K in Q2 2020. 22 funds tracked by Wall St. Rank hold URE as of Q3 2021.

  • Creative Financial Designs reported no remaining ProShares Ultra Real Estate position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 1,550 ProShares Ultra Real Estate shares in Q3 2021, an estimated $137K.
  • Creative Financial Designs first reported a position in ProShares Ultra Real Estate in Q1 2017 and held it in 18 quarters.
  • Creative Financial Designs's ProShares Ultra Real Estate position peaked at $172K in Q2 2020.
  • 22 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.