NFG
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Next Financial Group’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Next Financial Group’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
2020
Q2 		– Hold
0
– – – 1818
2020
Q1 		– Sell
-22
Closed -$1.68K – 2408
2019
Q4 		$3K Buy
+22
New +$2.44K ﹤0.01% 2111
2019
Q3 		– Hold
0
– – – 2429
2019
Q2 		– Hold
0
– – – 2390
2019
Q1 		– Hold
0
– – – 2102
2018
Q4 		– Hold
0
– – – 2107

Other funds holding UCO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM

Next Financial Group's UCO Position: Q2 2020 in Review

Next Financial Group held its ProShares Ultra Bloomberg Crude Oil (UCO) position steady in Q2 2020 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Next Financial Group first reported a position in UCO in Q4 2019 and has held it in 1 quarter since. The position peaked at $3K in Q4 2019. 67 funds tracked by Wall St. Rank hold UCO as of Q2 2020.

  • Next Financial Group held 0 shares of ProShares Ultra Bloomberg Crude Oil worth $0 as of Q2 2020.
  • Next Financial Group left its ProShares Ultra Bloomberg Crude Oil share count unchanged in Q2 2020.
  • ProShares Ultra Bloomberg Crude Oil made up ﹤0.01% of Next Financial Group's portfolio in Q2 2020, its #1818 holding.
  • Next Financial Group first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2019 and has held it in 1 quarter since.
  • Next Financial Group's ProShares Ultra Bloomberg Crude Oil position peaked at $3K in Q4 2019.
  • 67 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.