Pacific Capital Wealth Advisors’s ProShares Ultra Silver AGQ Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio AGQ Stock Details AGQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20	Closed	-$809	–	406
2024 Q3	$809	Hold	20	–	–	﹤0.01%	436
2024 Q2	$742	Hold	20	–	–	﹤0.01%	463
2024 Q1	$575	Buy	+20	New	+$515	﹤0.01%	488

Other funds holding AGQ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $36M AUM 16.76% 1-Year Est. Return

KFS

Keynote Financial Services Vernon, Connecticut $214M AUM 60.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's AGQ Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of ProShares Ultra Silver (AGQ) in Q4 2024, closing a stake of 20 shares — an estimated $809 sold.

Pacific Capital Wealth Advisors first reported a position in AGQ in Q1 2024 and held it in 3 quarters. The position peaked at $809 in Q3 2024. 37 funds tracked by Wall St. Rank hold AGQ as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining ProShares Ultra Silver position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 20 ProShares Ultra Silver shares in Q4 2024, an estimated $809.
Pacific Capital Wealth Advisors first reported a position in ProShares Ultra Silver in Q1 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's ProShares Ultra Silver position peaked at $809 in Q3 2024.
37 funds tracked by Wall St. Rank held ProShares Ultra Silver as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.