LPL Financial
UDOW icon

LPL Financial’s ProShares UltraPro Dow 30 UDOW Stock Holding History

LPL Financial’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,760
Closed -$289K – 5029
2023
Q4 		$289K Sell
7,760
-200
-3% -$6.04K ﹤0.01% 4120
2023
Q3 		$214K Buy
+7,960
New +$241K ﹤0.01% 4181

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LPL Financial's UDOW Position: Q1 2024 in Review

LPL Financial sold out of ProShares UltraPro Dow 30 (UDOW) in Q1 2024, closing a stake of 7,760 shares — an estimated $289K sold.

LPL Financial first reported a position in UDOW in Q3 2023 and held it in 2 quarters. The position peaked at $289K in Q4 2023. 45 funds tracked by Wall St. Rank hold UDOW as of Q1 2024.

  • LPL Financial reported no remaining ProShares UltraPro Dow 30 position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 7,760 ProShares UltraPro Dow 30 shares in Q1 2024, an estimated $289K.
  • LPL Financial first reported a position in ProShares UltraPro Dow 30 in Q3 2023 and held it in 2 quarters.
  • LPL Financial's ProShares UltraPro Dow 30 position peaked at $289K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.