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Legacy Financial Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Legacy Financial 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
2022
Q2 		– Sell
-12,000
Closed -$460K – 256
2022
Q1 		$460K Buy
+12,000
New +$387K 0.1% 108

Other funds holding UCO

Citadel Advisors
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Simplex Trading
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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

Legacy Financial Advisors's UCO Position: Q2 2022 in Review

Legacy Financial Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2022, closing a stake of 12,000 shares — an estimated $460K sold.

Legacy Financial Advisors first reported a position in UCO in Q1 2022 and held it in 1 quarter. The position peaked at $460K in Q1 2022. 60 funds tracked by Wall St. Rank hold UCO as of Q2 2022.

  • Legacy Financial Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 12,000 ProShares Ultra Bloomberg Crude Oil shares in Q2 2022, an estimated $460K.
  • Legacy Financial Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2022 and held it in 1 quarter.
  • Legacy Financial Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $460K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.