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EP Wealth Advisors’s ProShares Ultra Bloomberg Natural Gas BOIL Stock Holding History

EP Wealth Advisors’s Portfolio BOIL Stock Details BOIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,500
Closed -$522K – 1250
2024
Q3 		$522K Buy
+4,500
New +$465K ﹤0.01% 679

Other funds holding BOIL

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
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

EP Wealth Advisors's BOIL Position: Q4 2024 in Review

EP Wealth Advisors sold out of ProShares Ultra Bloomberg Natural Gas (BOIL) in Q4 2024, closing a stake of 4,500 shares — an estimated $522K sold.

EP Wealth Advisors first reported a position in BOIL in Q3 2024 and held it in 1 quarter. The position peaked at $522K in Q3 2024. 26 funds tracked by Wall St. Rank hold BOIL as of Q4 2024.

  • EP Wealth Advisors reported no remaining ProShares Ultra Bloomberg Natural Gas position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 4,500 ProShares Ultra Bloomberg Natural Gas shares in Q4 2024, an estimated $522K.
  • EP Wealth Advisors first reported a position in ProShares Ultra Bloomberg Natural Gas in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's ProShares Ultra Bloomberg Natural Gas position peaked at $522K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Natural Gas as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.