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IFP Advisors’s ProShares UltraPro MidCap400 UMDD Stock Holding History

IFP Advisors’s Portfolio UMDD Stock Details UMDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$37K – 4384
2022
Q4 		$37K Buy
300
+28
+10% +$505 ﹤0.01% 2450
2022
Q3 		$33K Hold
272
– – ﹤0.01% 2705
2022
Q2 		$33K Hold
272
– – ﹤0.01% 2469
2022
Q1 		$33K Buy
+272
New +$7.78K ﹤0.01% 2469

Other funds holding UMDD

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's UMDD Position: Q1 2023 in Review

IFP Advisors sold out of ProShares UltraPro MidCap400 (UMDD) in Q1 2023, closing a stake of 300 shares — an estimated $37K sold.

IFP Advisors first reported a position in UMDD in Q1 2022 and held it in 4 quarters. The position peaked at $37K in Q4 2022. 6 funds tracked by Wall St. Rank hold UMDD as of Q1 2023.

  • IFP Advisors reported no remaining ProShares UltraPro MidCap400 position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 300 ProShares UltraPro MidCap400 shares in Q1 2023, an estimated $37K.
  • IFP Advisors first reported a position in ProShares UltraPro MidCap400 in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's ProShares UltraPro MidCap400 position peaked at $37K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.