Cutler Group’s ProShares Ultra Real Estate URE Stock Holding History

Cutler Group’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
2024 Q1	–	Sell	-1,400	Closed	-$1K	–	3668
2023 Q4	$1K	Buy	+1,400	New	+$72.1K	﹤0.01%	3480
2021 Q1	–	Sell	-100	Closed	-$1K	–	6329
2020 Q4	$1K	Buy	+100	New	+$5.89K	﹤0.01%	4585
2020 Q2	–	Sell	-200	Closed	-$6K	–	4918
2020 Q1	$6K	Buy	+200	New	+$15.8K	﹤0.01%	3021
2019 Q1	–	Sell	-2,600	Closed	-$40K	–	4794
2018 Q4	$40K	Hold	2,600	–	–	﹤0.01%	1627
2018 Q3	$21K	Buy	+2,600	New	+$174K	﹤0.01%	2214
2017 Q4	–	Sell	-1,000	Closed	-$3K	–	5975
2017 Q3	$3K	Buy	+1,000	New	+$63.6K	﹤0.01%	4884
2017 Q1	–	Sell	-3,400	Closed	-$14K	–	7258
2016 Q4	$14K	Buy	3,400 +1,400	+70%	+$76.8K	﹤0.01%	3856
2016 Q3	$11K	Buy	+2,000	New	+$129K	﹤0.01%	4136

Other funds holding URE

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

TFA

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

Cutler Group's URE Position: Q1 2023 in Review

Cutler Group sold out of ProShares Ultra Real Estate (URE) in Q1 2023, closing a stake of 280 shares — an estimated $16K sold.

Cutler Group first reported a position in URE in Q2 2016 and held it in 12 quarters. The position peaked at $53K in Q2 2016. 16 funds tracked by Wall St. Rank hold URE as of Q1 2023.

Cutler Group reported no remaining ProShares Ultra Real Estate position as of Q1 2023 after selling out during the quarter.
Cutler Group sold 280 ProShares Ultra Real Estate shares in Q1 2023, an estimated $16K.
Cutler Group first reported a position in ProShares Ultra Real Estate in Q2 2016 and held it in 12 quarters.
Cutler Group's ProShares Ultra Real Estate position peaked at $53K in Q2 2016.
16 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.