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Institutional & Family Asset Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

Institutional & Family Asset Management’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,660
Closed -$177K – 1012
2021
Q1 		$177K Buy
+1,660
New +$176K 0.03% 195
2020
Q1 		– Sell
-2,321
Closed -$198K – 913
2019
Q4 		$198K Buy
+2,321
New +$173K 0.04% 170

Other funds holding URTY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Institutional & Family Asset Management's URTY Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of ProShares UltraPro Russell2000 (URTY) in Q2 2021, closing a stake of 1,660 shares — an estimated $177K sold.

Institutional & Family Asset Management first reported a position in URTY in Q4 2019 and held it in 2 quarters. The position peaked at $198K in Q4 2019. 26 funds tracked by Wall St. Rank hold URTY as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining ProShares UltraPro Russell2000 position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,660 ProShares UltraPro Russell2000 shares in Q2 2021, an estimated $177K.
  • Institutional & Family Asset Management first reported a position in ProShares UltraPro Russell2000 in Q4 2019 and held it in 2 quarters.
  • Institutional & Family Asset Management's ProShares UltraPro Russell2000 position peaked at $198K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.