IFP Advisors’s ProShares Ultra Health Care RXL Stock Holding History

IFP Advisors’s Portfolio RXL Stock Details RXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32	Closed	-$1.43K	–	3513
2023 Q2	$1.43K	Sell	32 -6,342	-99%	-$279K	﹤0.01%	2980
2023 Q1	$284K	Buy	+6,374	New	+$279K	0.01%	801
2020 Q1	–	Sell	-200	Closed	-$6K	–	2967
2019 Q4	$6K	Hold	200	–	–	﹤0.01%	2128
2019 Q3	$5K	Buy	+200	New	+$5.08K	﹤0.01%	2353
2019 Q1	–	Sell	-500	Closed	-$11K	–	3226
2018 Q4	$11K	Hold	500	–	–	﹤0.01%	2464
2018 Q3	$15K	Buy	+500	New	+$13.1K	﹤0.01%	2624
2017 Q1	–	Sell	-1,600	Closed	-$24K	–	4110
2016 Q4	$24K	Hold	1,600	–	–	﹤0.01%	2335
2016 Q3	$26K	Hold	1,600	–	–	﹤0.01%	2248
2016 Q2	$26K	Buy	+1,600	New	+$24.7K	﹤0.01%	2179
2016 Q1	–	Sell	-1,600	Closed	-$26K	–	3231
2015 Q4	$26K	Buy	+1,600	New	+$25.6K	﹤0.01%	2018

Other funds holding RXL

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

IFP Advisors's RXL Position: Q3 2023 in Review

IFP Advisors sold out of ProShares Ultra Health Care (RXL) in Q3 2023, closing a stake of 32 shares — an estimated $1.43K sold.

IFP Advisors first reported a position in RXL in Q4 2015 and held it in 10 quarters. The position peaked at $284K in Q1 2023. 19 funds tracked by Wall St. Rank hold RXL as of Q3 2023.

IFP Advisors reported no remaining ProShares Ultra Health Care position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 32 ProShares Ultra Health Care shares in Q3 2023, an estimated $1.43K.
IFP Advisors first reported a position in ProShares Ultra Health Care in Q4 2015 and held it in 10 quarters.
IFP Advisors's ProShares Ultra Health Care position peaked at $284K in Q1 2023.
19 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.