MW
URTY icon

Milestone Wealth’s ProShares UltraPro Russell2000 URTY Stock Holding History

Milestone Wealth’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
2022
Q3 		$5K Sell
136
-10
-7% -$477 0.01% 200
2022
Q2 		$6K Hold
146
– – 0.01% 190
2022
Q1 		$15K Hold
146
– – 0.01% 197
2021
Q4 		$15K Buy
+146
New +$15.8K 0.01% 197

Other funds holding URTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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 $4.08B AUM 58.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Milestone Wealth's URTY Position: Q3 2022 in Review

Milestone Wealth reduced its ProShares UltraPro Russell2000 (URTY) stake by 6.8% in Q3 2022, selling an estimated $477 and leaving 136 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #200.

Milestone Wealth first reported a position in URTY in Q4 2021 and has held it in 4 quarters since. The position peaked at $15K in Q1 2022. 23 funds tracked by Wall St. Rank hold URTY as of Q3 2022.

  • Milestone Wealth held 136 shares of ProShares UltraPro Russell2000 worth $5K as of Q3 2022.
  • Milestone Wealth sold 10 ProShares UltraPro Russell2000 shares in Q3 2022, an estimated $477.
  • ProShares UltraPro Russell2000 made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #200 holding.
  • Milestone Wealth first reported a position in ProShares UltraPro Russell2000 in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's ProShares UltraPro Russell2000 position peaked at $15K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.