HWA
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HCR Wealth Advisors’s ProShares Ultra Utilities UPW Stock Holding History

HCR Wealth Advisors’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,200
Closed -$17K – 270
2020
Q4 		$17K Buy
+1,200
New +$17.1K ﹤0.01% 238
2020
Q2 		– Sell
-1,200
Closed -$14K – 266
2020
Q1 		$14K Buy
+1,200
New +$20.1K ﹤0.01% 202

Other funds holding UPW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HCR Wealth Advisors's UPW Position: Q1 2021 in Review

HCR Wealth Advisors sold out of ProShares Ultra Utilities (UPW) in Q1 2021, closing a stake of 1,200 shares — an estimated $17K sold.

HCR Wealth Advisors first reported a position in UPW in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q4 2020. 9 funds tracked by Wall St. Rank hold UPW as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares Ultra Utilities position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,200 ProShares Ultra Utilities shares in Q1 2021, an estimated $17K.
  • HCR Wealth Advisors first reported a position in ProShares Ultra Utilities in Q1 2020 and held it in 2 quarters.
  • HCR Wealth Advisors's ProShares Ultra Utilities position peaked at $17K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.