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Larson Financial Group’s ProShares UltraPro Russell2000 URTY Stock Holding History

Larson Financial Group’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-295
Closed -$11.1K – 1604
2022
Q4 		$11.1K Buy
295
+1
+0.3% +$41 ﹤0.01% 833
2022
Q3 		$10K Buy
294
+36
+14% +$1.72K ﹤0.01% 800
2022
Q2 		$10K Buy
258
+241
+1,418% +$12.8K ﹤0.01% 730
2022
Q1 		$1K Buy
+17
New +$1.29K ﹤0.01% 1007

Other funds holding URTY

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Larson Financial Group's URTY Position: Q1 2023 in Review

Larson Financial Group sold out of ProShares UltraPro Russell2000 (URTY) in Q1 2023, closing a stake of 295 shares — an estimated $11.1K sold.

Larson Financial Group first reported a position in URTY in Q1 2022 and held it in 4 quarters. The position peaked at $11.1K in Q4 2022. 24 funds tracked by Wall St. Rank hold URTY as of Q1 2023.

  • Larson Financial Group reported no remaining ProShares UltraPro Russell2000 position as of Q1 2023 after selling out during the quarter.
  • Larson Financial Group sold 295 ProShares UltraPro Russell2000 shares in Q1 2023, an estimated $11.1K.
  • Larson Financial Group first reported a position in ProShares UltraPro Russell2000 in Q1 2022 and held it in 4 quarters.
  • Larson Financial Group's ProShares UltraPro Russell2000 position peaked at $11.1K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q1 2023.

Based on Larson Financial Group's 13F filing for Q1 2023, filed 4 May 2023.