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Harvest Investment Services’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Harvest Investment Services’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,618
Closed -$308K – 158
2022
Q2 		$308K Buy
12,618
+2,216
+21% +$66.8K 0.24% 103
2022
Q1 		$377K Sell
10,402
-5,096
-33% -$187K 0.23% 123
2021
Q4 		$655K Buy
15,498
+3,834
+33% +$152K 0.28% 110
2021
Q3 		$401K Sell
11,664
-1,408
-11% -$53.3K 0.16% 176
2021
Q2 		$477K Sell
13,072
-2,684
-17% -$95K 0.2% 139
2021
Q1 		$505K Sell
15,756
-1,408
-8% -$39.6K 0.23% 128
2020
Q4 		$439K Sell
17,164
-7,760
-31% -$173K 0.23% 115
2020
Q3 		$484K Sell
24,924
-28,328
-53% -$528K 0.28% 93
2020
Q2 		$836K Buy
53,252
+8,580
+19% +$121K 0.5% 50
2020
Q1 		$466K Buy
+44,672
New +$1.13M 0.62% 47
2019
Q4 		– Sell
-65,156
Closed -$1.64M – 180
2019
Q3 		$1.64M Buy
65,156
+29,376
+82% +$757K 0.82% 26
2019
Q2 		$930K Sell
35,780
-10,920
-23% -$267K 0.53% 52
2019
Q1 		$1.17M Buy
46,700
+27,264
+140% +$605K 0.68% 42
2018
Q4 		$401K Buy
+19,436
New +$440K 0.37% 62

Other funds holding UDOW

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Harvest Investment Services's UDOW Position: Q3 2022 in Review

Harvest Investment Services sold out of ProShares UltraPro Dow 30 (UDOW) in Q3 2022, closing a stake of 12,618 shares — an estimated $308K sold.

Harvest Investment Services first reported a position in UDOW in Q4 2018 and held it in 14 quarters. The position peaked at $1.64M in Q3 2019. 28 funds tracked by Wall St. Rank hold UDOW as of Q3 2022.

  • Harvest Investment Services reported no remaining ProShares UltraPro Dow 30 position as of Q3 2022 after selling out during the quarter.
  • Harvest Investment Services sold 12,618 ProShares UltraPro Dow 30 shares in Q3 2022, an estimated $308K.
  • Harvest Investment Services first reported a position in ProShares UltraPro Dow 30 in Q4 2018 and held it in 14 quarters.
  • Harvest Investment Services's ProShares UltraPro Dow 30 position peaked at $1.64M in Q3 2019.
  • 28 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q3 2022.

Based on Harvest Investment Services's 13F filing for Q3 2022, filed 9 Nov 2022.