Ground Swell Capital’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Ground Swell Capital’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,131	Closed	-$225K	–	110
2021 Q4	$225K	Buy	+4,131	New	+$224K	1.31%	34
2014 Q3	–	Sell	-1,622	Closed	-$52K	–	2772
2014 Q2	$52K	Buy	+1,622	New	+$50.2K	0.1%	138

Other funds holding UBT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Ground Swell Capital's UBT Position: Q1 2022 in Review

Ground Swell Capital sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q1 2022, closing a stake of 4,131 shares — an estimated $225K sold.

Ground Swell Capital first reported a position in UBT in Q2 2014 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 9 funds tracked by Wall St. Rank hold UBT as of Q1 2022.

Ground Swell Capital reported no remaining ProShares Ultra 20+ Year Treasury position as of Q1 2022 after selling out during the quarter.
Ground Swell Capital sold 4,131 ProShares Ultra 20+ Year Treasury shares in Q1 2022, an estimated $225K.
Ground Swell Capital first reported a position in ProShares Ultra 20+ Year Treasury in Q2 2014 and held it in 2 quarters.
Ground Swell Capital's ProShares Ultra 20+ Year Treasury position peaked at $225K in Q4 2021.
9 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2022.

Based on Ground Swell Capital's 13F filing for Q1 2022, filed 10 May 2022.