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Evoke Wealth’s ProShares UltraShort FTSE China 50 of ProShares Trust FXP Stock Holding History

Evoke Wealth’s Portfolio FXP Stock Details FXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,085
Closed -$216K – 672
2022
Q3 		$216K Buy
+2,085
New +$167K 0.01% 308

Other funds holding FXP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evoke Wealth's FXP Position: Q4 2022 in Review

Evoke Wealth sold out of ProShares UltraShort FTSE China 50 of ProShares Trust (FXP) in Q4 2022, closing a stake of 2,085 shares — an estimated $216K sold.

Evoke Wealth first reported a position in FXP in Q3 2022 and held it in 1 quarter. The position peaked at $216K in Q3 2022. 11 funds tracked by Wall St. Rank hold FXP as of Q4 2022.

  • Evoke Wealth reported no remaining ProShares UltraShort FTSE China 50 of ProShares Trust position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,085 ProShares UltraShort FTSE China 50 of ProShares Trust shares in Q4 2022, an estimated $216K.
  • Evoke Wealth first reported a position in ProShares UltraShort FTSE China 50 of ProShares Trust in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's ProShares UltraShort FTSE China 50 of ProShares Trust position peaked at $216K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held ProShares UltraShort FTSE China 50 of ProShares Trust as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.