Glassman Wealth Services’s ProShares Ultra Real Estate URE Stock Holding History

Glassman Wealth Services’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	-160	Closed	-$10.2K	–	1737
2023 Q4	$10.2K	Hold	160	–	–	﹤0.01%	878
2023 Q3	$7.5K	Buy	+160	New	+$8.89K	﹤0.01%	936
2023 Q1	–	Sell	-160	Closed	-$9.26K	–	1992
2022 Q4	$9.26K	Hold	160	–	–	﹤0.01%	851
2022 Q3	$9K	Hold	160	–	–	﹤0.01%	843
2022 Q2	$11K	Hold	160	–	–	﹤0.01%	794
2022 Q1	$16K	Hold	160	–	–	﹤0.01%	709
2021 Q4	$19K	Hold	160	–	–	﹤0.01%	624
2021 Q3	$14K	Hold	160	–	–	﹤0.01%	679
2021 Q2	$14K	Hold	160	–	–	﹤0.01%	673
2021 Q1	$11K	Hold	160	–	–	﹤0.01%	693
2020 Q4	$10K	Hold	160	–	–	﹤0.01%	727
2020 Q3	$9K	Hold	160	–	–	﹤0.01%	657
2020 Q2	$9K	Hold	160	–	–	﹤0.01%	523
2020 Q1	$7K	Hold	160	–	–	﹤0.01%	484
2019 Q4	$14K	Buy	+160	New	+$13.8K	0.01%	438

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 $1.25B AUM 41.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

Glassman Wealth Services's URE Position: Q1 2024 in Review

Glassman Wealth Services sold out of ProShares Ultra Real Estate (URE) in Q1 2024, closing a stake of 160 shares — an estimated $10.2K sold.

Glassman Wealth Services first reported a position in URE in Q4 2019 and held it in 15 quarters. The position peaked at $19K in Q4 2021. 11 funds tracked by Wall St. Rank hold URE as of Q1 2024.

Glassman Wealth Services reported no remaining ProShares Ultra Real Estate position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 160 ProShares Ultra Real Estate shares in Q1 2024, an estimated $10.2K.
Glassman Wealth Services first reported a position in ProShares Ultra Real Estate in Q4 2019 and held it in 15 quarters.
Glassman Wealth Services's ProShares Ultra Real Estate position peaked at $19K in Q4 2021.
11 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.