EWP
URTY icon

Elevation Wealth Partners’s ProShares UltraPro Russell2000 URTY Stock Holding History

Elevation Wealth Partners’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-47
Closed -$1.96K – 365
2023
Q2 		$1.96K Sell
47
-5
-10% -$184 ﹤0.01% 307
2023
Q1 		$1.97K Buy
+52
New +$2.24K ﹤0.01% 305

Other funds holding URTY

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Elevation Wealth Partners's URTY Position: Q3 2023 in Review

Elevation Wealth Partners sold out of ProShares UltraPro Russell2000 (URTY) in Q3 2023, closing a stake of 47 shares — an estimated $1.96K sold.

Elevation Wealth Partners first reported a position in URTY in Q1 2023 and held it in 2 quarters. The position peaked at $1.97K in Q1 2023. 23 funds tracked by Wall St. Rank hold URTY as of Q3 2023.

  • Elevation Wealth Partners reported no remaining ProShares UltraPro Russell2000 position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 47 ProShares UltraPro Russell2000 shares in Q3 2023, an estimated $1.96K.
  • Elevation Wealth Partners first reported a position in ProShares UltraPro Russell2000 in Q1 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's ProShares UltraPro Russell2000 position peaked at $1.97K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.