NL
UDOW icon

NWAM LLC’s ProShares UltraPro Dow 30 UDOW Stock Holding History

NWAM LLC’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
2022
Q1 		– Sell
-8,000
Closed -$338K – 567
2021
Q4 		$338K Sell
8,000
-10,000
-56% -$397K 0.03% 394
2021
Q3 		$619K Buy
18,000
+4,000
+29% +$151K 0.06% 273
2021
Q2 		$512K Buy
+14,000
New +$496K 0.05% 307

Other funds holding UDOW

CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

NWAM LLC's UDOW Position: Q1 2022 in Review

NWAM LLC sold out of ProShares UltraPro Dow 30 (UDOW) in Q1 2022, closing a stake of 8,000 shares — an estimated $338K sold.

NWAM LLC first reported a position in UDOW in Q2 2021 and held it in 3 quarters. The position peaked at $619K in Q3 2021. 31 funds tracked by Wall St. Rank hold UDOW as of Q1 2022.

  • NWAM LLC reported no remaining ProShares UltraPro Dow 30 position as of Q1 2022 after selling out during the quarter.
  • NWAM LLC sold 8,000 ProShares UltraPro Dow 30 shares in Q1 2022, an estimated $338K.
  • NWAM LLC first reported a position in ProShares UltraPro Dow 30 in Q2 2021 and held it in 3 quarters.
  • NWAM LLC's ProShares UltraPro Dow 30 position peaked at $619K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.