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Kingswood Wealth Advisors’s ProShares Ultra Bloomberg Natural Gas BOIL Stock Holding History

Kingswood Wealth Advisors’s Portfolio BOIL Stock Details BOIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,284
Closed -$201K – 674
2024
Q2 		$201K Buy
1,284
+230
+22% +$38.3K 0.02% 632
2024
Q1 		$135K Buy
+1,054
New +$218K 0.02% 587

Other funds holding BOIL

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Kingswood Wealth Advisors's BOIL Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of ProShares Ultra Bloomberg Natural Gas (BOIL) in Q3 2024, closing a stake of 1,284 shares — an estimated $201K sold.

Kingswood Wealth Advisors first reported a position in BOIL in Q1 2024 and held it in 2 quarters. The position peaked at $201K in Q2 2024. 29 funds tracked by Wall St. Rank hold BOIL as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining ProShares Ultra Bloomberg Natural Gas position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,284 ProShares Ultra Bloomberg Natural Gas shares in Q3 2024, an estimated $201K.
  • Kingswood Wealth Advisors first reported a position in ProShares Ultra Bloomberg Natural Gas in Q1 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's ProShares Ultra Bloomberg Natural Gas position peaked at $201K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Natural Gas as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.