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MorganRosel Wealth Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

MorganRosel Wealth Management’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
2021
Q2 		– Sell
-2,795
Closed -$298K – 89
2021
Q1 		$298K Buy
+2,795
New +$297K 0.19% 69

Other funds holding URTY

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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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MorganRosel Wealth Management's URTY Position: Q2 2021 in Review

MorganRosel Wealth Management sold out of ProShares UltraPro Russell2000 (URTY) in Q2 2021, closing a stake of 2,795 shares — an estimated $298K sold.

MorganRosel Wealth Management first reported a position in URTY in Q1 2021 and held it in 1 quarter. The position peaked at $298K in Q1 2021. 26 funds tracked by Wall St. Rank hold URTY as of Q2 2021.

  • MorganRosel Wealth Management reported no remaining ProShares UltraPro Russell2000 position as of Q2 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,795 ProShares UltraPro Russell2000 shares in Q2 2021, an estimated $298K.
  • MorganRosel Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q1 2021 and held it in 1 quarter.
  • MorganRosel Wealth Management's ProShares UltraPro Russell2000 position peaked at $298K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q2 2021.

Based on MorganRosel Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.