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JFS Wealth Advisors’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

JFS Wealth Advisors’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
2025
Q1 		– Sell
-139
Closed -$6.14K – 1976
2024
Q4 		$6.14K Hold
139
– – ﹤0.01% 1048
2024
Q3 		$5.89K Hold
139
– – ﹤0.01% 1062
2024
Q2 		$6.72K Hold
139
– – ﹤0.01% 939
2024
Q1 		$6.64K Buy
+139
New +$6.21K ﹤0.01% 986

Other funds holding OILK

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFS Wealth Advisors's OILK Position: Q1 2025 in Review

JFS Wealth Advisors sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q1 2025, closing a stake of 139 shares — an estimated $6.14K sold.

JFS Wealth Advisors first reported a position in OILK in Q1 2024 and held it in 4 quarters. The position peaked at $6.72K in Q2 2024. 28 funds tracked by Wall St. Rank hold OILK as of Q1 2025.

  • JFS Wealth Advisors reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 139 ProShares K-1 Free Crude Oil Strategy ETF shares in Q1 2025, an estimated $6.14K.
  • JFS Wealth Advisors first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2024 and held it in 4 quarters.
  • JFS Wealth Advisors's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $6.72K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.