MWM
UCO icon

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

Meridian 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
2024
Q1 		– Sell
-31,788
Closed -$830K – 526
2023
Q4 		$830K Hold
31,788
– – 0.05% 290
2023
Q3 		$1.12M Hold
31,788
– – 0.07% 218
2023
Q2 		$752K Buy
+31,788
New +$798K 0.06% 245
2019
Q3 		– Sell
-213
Closed -$25.8K – 473
2019
Q2 		$25.8K Buy
+213
New +$28.4K 0.01% 491

Other funds holding UCO

TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $394M AUM 44.75% 1-Year Est. Return

Meridian Wealth Management's UCO Position: Q1 2024 in Review

Meridian Wealth Management sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2024, closing a stake of 31,788 shares — an estimated $830K sold.

Meridian Wealth Management first reported a position in UCO in Q2 2019 and held it in 4 quarters. The position peaked at $1.12M in Q3 2023. 46 funds tracked by Wall St. Rank hold UCO as of Q1 2024.

  • Meridian Wealth Management reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 31,788 ProShares Ultra Bloomberg Crude Oil shares in Q1 2024, an estimated $830K.
  • Meridian Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2019 and held it in 4 quarters.
  • Meridian Wealth Management's ProShares Ultra Bloomberg Crude Oil position peaked at $1.12M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.