Iron Horse Wealth Management’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Iron Horse Wealth Management’s Portfolio OILK Stock Details OILK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11	Closed	-$547	–	511
2023 Q3	$547	Hold	11	–	–	﹤0.01%	464
2023 Q2	$447	Hold	11	–	–	﹤0.01%	288
2023 Q1	$467	Sell	11 -62	-85%	-$2.65K	﹤0.01%	318
2022 Q4	$3K	Buy	+73	New	+$3.25K	﹤0.01%	181
2022 Q3	–	Sell	-62	Closed	-$3K	–	231
2022 Q2	$3K	Sell	62 -417	-87%	-$23.5K	﹤0.01%	177
2022 Q1	$26K	Buy	+479	New	+$23.7K	0.01%	99

Other funds holding OILK

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's OILK Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q4 2023, closing a stake of 11 shares — an estimated $547 sold.

Iron Horse Wealth Management first reported a position in OILK in Q1 2022 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 45 funds tracked by Wall St. Rank hold OILK as of Q4 2023.

Iron Horse Wealth Management reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 11 ProShares K-1 Free Crude Oil Strategy ETF shares in Q4 2023, an estimated $547.
Iron Horse Wealth Management first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2022 and held it in 6 quarters.
Iron Horse Wealth Management's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $26K in Q1 2022.
45 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.