Cutler Group’s ProShares Ultra Utilities UPW Stock Holding History

Cutler Group’s Portfolio UPW Stock Details UPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,400	Closed	-$58K	–	3665
2023 Q4	$58K	Buy	4,400 +4,000	+1,000%	+$49.6K	0.01%	1362
2023 Q3	$4K	Buy	+400	New	+$5.63K	﹤0.01%	3018

Other funds holding UPW

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cutler Group's UPW Position: Q1 2024 in Review

Cutler Group sold out of ProShares Ultra Utilities (UPW) in Q1 2024, closing a stake of 4,400 shares — an estimated $58K sold.

Cutler Group first reported a position in UPW in Q3 2023 and held it in 2 quarters. The position peaked at $58K in Q4 2023. 8 funds tracked by Wall St. Rank hold UPW as of Q1 2024.

Cutler Group reported no remaining ProShares Ultra Utilities position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 4,400 ProShares Ultra Utilities shares in Q1 2024, an estimated $58K.
Cutler Group first reported a position in ProShares Ultra Utilities in Q3 2023 and held it in 2 quarters.
Cutler Group's ProShares Ultra Utilities position peaked at $58K in Q4 2023.
8 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.