PCWA
AGQ icon

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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
KFS
Keynote Financial Services Vernon, Connecticut $188M AUM 31.85% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 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.