IFP Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

IFP Advisors’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 Q4	–	Sell	-24	Closed	-$1K	–	4848
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	4689
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	4460
2022 Q1	$1K	Buy	+24	New	+$880	﹤0.01%	4458
2017 Q4	–	Sell	-96	Closed	-$2K	–	4097
2017 Q3	$2K	Hold	96	–	–	﹤0.01%	3799
2017 Q2	$1K	Hold	96	–	–	﹤0.01%	3947
2017 Q1	$1K	Hold	96	–	–	﹤0.01%	3861
2016 Q4	$1K	Hold	96	–	–	﹤0.01%	3844
2016 Q3	$1K	Hold	96	–	–	﹤0.01%	3775
2016 Q2	$1K	Buy	+96	New	+$816	﹤0.01%	3685
2016 Q1	–	Sell	-96	Closed	-$1K	–	3392
2015 Q4	$1K	Buy	+96	New	+$786	﹤0.01%	3568

Other funds holding UDOW

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

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CCS

Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $693M AUM 34.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors's UDOW Position: Q4 2022 in Review

IFP Advisors sold out of ProShares UltraPro Dow 30 (UDOW) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

IFP Advisors first reported a position in UDOW in Q4 2015 and held it in 10 quarters. The position peaked at $2K in Q3 2017. 38 funds tracked by Wall St. Rank hold UDOW as of Q4 2022.

IFP Advisors reported no remaining ProShares UltraPro Dow 30 position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 24 ProShares UltraPro Dow 30 shares in Q4 2022, an estimated $1K.
IFP Advisors first reported a position in ProShares UltraPro Dow 30 in Q4 2015 and held it in 10 quarters.
IFP Advisors's ProShares UltraPro Dow 30 position peaked at $2K in Q3 2017.
38 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.