Lake Point Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$32K	Hold	760	–	–	0.02%	88
2022 Q1	$29K	Hold	760	–	–	0.01%	95
2021 Q4	$16K	Hold	760	–	–	0.01%	134
2021 Q3	$16K	Hold	760	–	–	0.01%	127
2021 Q2	$15K	Buy	+760	New	+$12.4K	0.01%	144

Other funds holding UCO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

CFA

Compass Financial Advisors Fort Wayne, Indiana $78.9M AUM 0.9% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Lake Point Wealth Management's UCO Position: Q2 2022 in Review

Lake Point Wealth Management held its ProShares Ultra Bloomberg Crude Oil (UCO) position steady in Q2 2022 at 760 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #88.

Lake Point Wealth Management first reported a position in UCO in Q2 2021 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold UCO as of Q2 2022.

Lake Point Wealth Management held 760 shares of ProShares Ultra Bloomberg Crude Oil worth $32K as of Q2 2022.
Lake Point Wealth Management left its ProShares Ultra Bloomberg Crude Oil share count unchanged in Q2 2022.
ProShares Ultra Bloomberg Crude Oil made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #88 holding.
Lake Point Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2021 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.