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Laurel Wealth Advisors (North Carolina)’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$14.5K – 245
2025
Q1 		$14.5K Hold
300
– – ﹤0.01% 440
2024
Q4 		$15.2K Buy
+300
New +$17.8K ﹤0.01% 446

Other funds holding BIB

CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PSFG
Park Square Financial Group Roswell, Georgia $13.2M AUM 23.63% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $1.67B AUM 13.9% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BIB Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q2 2025, closing a stake of 300 shares — an estimated $14.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BIB in Q4 2024 and held it in 2 quarters. The position peaked at $15.2K in Q4 2024. 17 funds tracked by Wall St. Rank hold BIB as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 300 ProShares Ultra NASDAQ Biotechnology shares in Q2 2025, an estimated $14.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in ProShares Ultra NASDAQ Biotechnology in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s ProShares Ultra NASDAQ Biotechnology position peaked at $15.2K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.