JFS Wealth Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

JFS Wealth Advisors’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
2021 Q2	–	Sell	-320	Closed	-$4K	–	640
2021 Q1	$4K	Hold	320	–	–	﹤0.01%	493
2020 Q4	$3K	Hold	320	–	–	﹤0.01%	516
2020 Q3	$2K	Hold	320	–	–	﹤0.01%	522
2020 Q2	$2K	Buy	+320	New	+$2.24K	﹤0.01%	499

Other funds holding UCO

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

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

FTUS

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

JFS Wealth Advisors's UCO Position: Q2 2021 in Review

JFS Wealth Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2021, closing a stake of 320 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in UCO in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 61 funds tracked by Wall St. Rank hold UCO as of Q2 2021.

JFS Wealth Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2021 after selling out during the quarter.
JFS Wealth Advisors sold 320 ProShares Ultra Bloomberg Crude Oil shares in Q2 2021, an estimated $4K.
JFS Wealth Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2020 and held it in 4 quarters.
JFS Wealth Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $4K in Q1 2021.
61 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2021.

Based on JFS Wealth Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.