IWA
UDOW icon

Intercontinental Wealth Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Intercontinental Wealth 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
2023
Q2 		$818K Buy
27,416
+1,700
+7% +$48.2K 0.2% 116
2023
Q1 		$714K Buy
25,716
+1,778
+7% +$50.1K 0.18% 129
2022
Q4 		$679K Sell
23,938
-1,640
-6% -$45K 0.2% 114
2022
Q3 		$494K Buy
25,578
+630
+3% +$16.8K 0.16% 150
2022
Q2 		$610K Buy
24,948
+2,550
+11% +$76.8K 0.17% 133
2022
Q1 		$814K Buy
22,398
+7,190
+47% +$264K 0.19% 108
2021
Q4 		$643K Buy
15,208
+634
+4% +$25.2K 0.14% 154
2021
Q3 		$501K Buy
14,574
+174
+1% +$6.59K 0.12% 164
2021
Q2 		$526K Sell
14,400
-1,340
-9% -$47.4K 0.1% 171
2021
Q1 		$505K Buy
15,740
+3,480
+28% +$97.9K 0.11% 157
2020
Q4 		$314K Buy
12,260
+1,492
+14% +$33.2K 0.08% 196
2020
Q3 		$209K Buy
+10,768
New +$201K 0.06% 189
2017
Q2 		– Sell
-36,440
Closed -$495K – 135
2017
Q1 		$495K Sell
36,440
-16,560
-31% -$217K 0.3% 65
2016
Q4 		$629K Buy
53,000
+2,440
+5% +$25.1K 0.41% 55
2016
Q3 		$472K Hold
50,560
– – 0.34% 62
2016
Q2 		$440K Sell
50,560
-2,560
-5% -$21.7K 0.32% 65
2016
Q1 		$444K Hold
53,120
– – 0.33% 64
2015
Q4 		$429K Buy
+53,120
New +$435K 0.29% 81

Other funds holding UDOW

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Intercontinental Wealth Advisors's UDOW Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its ProShares UltraPro Dow 30 (UDOW) stake by 6.6% in Q2 2023, buying an estimated $48.2K and bringing the position to 27,416 shares worth $818K. The position accounts for 0.2% of the portfolio, ranked #116.

Intercontinental Wealth Advisors first reported a position in UDOW in Q4 2015 and has held it in 18 quarters since. 46 funds tracked by Wall St. Rank hold UDOW as of Q2 2023.

  • Intercontinental Wealth Advisors held 27,416 shares of ProShares UltraPro Dow 30 worth $818K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 1,700 ProShares UltraPro Dow 30 shares in Q2 2023, an estimated $48.2K.
  • ProShares UltraPro Dow 30 made up 0.2% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #116 holding.
  • Intercontinental Wealth Advisors first reported a position in ProShares UltraPro Dow 30 in Q4 2015 and has held it in 18 quarters since.
  • 46 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.