Creative Planning
UCO icon

Creative Planning’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Creative Planning’s Portfolio UCO Stock Details UCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,692
Closed -$51.3K – 2782
2022
Q4 		$51.3K Buy
+1,692
New +$51K ﹤0.01% 2225
2017
Q4 		– Sell
-1,603
Closed -$179K – 2008
2017
Q3 		$179K Buy
1,603
+136
+9% +$13.5K ﹤0.01% 1626
2017
Q2 		$136K Hold
1,467
– – ﹤0.01% 1767
2017
Q1 		$174K Sell
1,467
-231
-14% -$29.9K ﹤0.01% 1575
2016
Q4 		$248K Buy
1,698
+269
+19% +$35.3K ﹤0.01% 1293
2016
Q3 		$185K Buy
1,429
+218
+18% +$26.8K ﹤0.01% 1444
2016
Q2 		$185K Sell
1,211
-7
-0.6% -$1.01K ﹤0.01% 1294
2016
Q1 		$136K Buy
1,218
+192
+19% +$20.8K ﹤0.01% 1444
2015
Q4 		$161K Buy
1,026
+823
+405% +$194K ﹤0.01% 1342
2015
Q3 		$58K Buy
+203
New +$67K ﹤0.01% 1940
2015
Q2 		– Sell
-214
Closed -$91K – 2900
2015
Q1 		$91K Buy
214
+1
+0.5% +$494 ﹤0.01% 1631
2014
Q4 		$138K Buy
+213
New +$266K ﹤0.01% 1366
2014
Q1 		– Sell
-16
Closed -$32K – 3757
2013
Q4 		$32K Hold
16
– – ﹤0.01% 1909
2013
Q3 		$35K Sell
16
-32
-67% -$72.8K ﹤0.01% 1745
2013
Q2 		$90K Buy
+48
New +$87.7K ﹤0.01% 1044

Other funds holding UCO

SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's UCO Position: Q1 2023 in Review

Creative Planning sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2023, closing a stake of 1,692 shares — an estimated $51.3K sold.

Creative Planning first reported a position in UCO in Q2 2013 and held it in 15 quarters. The position peaked at $248K in Q4 2016. 47 funds tracked by Wall St. Rank hold UCO as of Q1 2023.

  • Creative Planning reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 1,692 ProShares Ultra Bloomberg Crude Oil shares in Q1 2023, an estimated $51.3K.
  • Creative Planning first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2013 and held it in 15 quarters.
  • Creative Planning's ProShares Ultra Bloomberg Crude Oil position peaked at $248K in Q4 2016.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.