IHT Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

IHT Wealth Management’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,440	Closed	-$376K	–	1208
2024 Q3	$376K	Buy	+14,440	New	+$423K	0.01%	820
2018 Q2	–	Sell	-50	Closed	-$8K	–	1304
2018 Q1	$8K	Sell	50 -96	-66%	-$15.4K	﹤0.01%	1247
2017 Q4	$23K	Buy	+146	New	+$18.3K	0.01%	947

Other funds holding UCO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

IHT Wealth Management's UCO Position: Q4 2024 in Review

IHT Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q4 2024, closing a stake of 14,440 shares — an estimated $376K sold.

IHT Wealth Management first reported a position in UCO in Q4 2017 and held it in 3 quarters. The position peaked at $376K in Q3 2024. 39 funds tracked by Wall St. Rank hold UCO as of Q4 2024.

IHT Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 14,440 ProShares Ultra Bloomberg Crude Oil shares in Q4 2024, an estimated $376K.
IHT Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $376K in Q3 2024.
39 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.