Paracle Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Paracle Advisors’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
2021 Q1	$1.68M	Buy	52,244 +28,000	+115%	+$788K	0.3%	39
2020 Q4	$621K	Hold	24,244	–	–	0.12%	67
2020 Q3	$471K	Buy	+24,244	New	+$452K	0.1%	66

Other funds holding UDOW

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFM

Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Paracle Advisors's UDOW Position: Q1 2021 in Review

Paracle Advisors increased its ProShares UltraPro Dow 30 (UDOW) stake by 115% in Q1 2021, buying an estimated $788K and bringing the position to 52,244 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #39.

Paracle Advisors first reported a position in UDOW in Q3 2020 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold UDOW as of Q1 2021.

Paracle Advisors held 52,244 shares of ProShares UltraPro Dow 30 worth $1.68M as of Q1 2021.
Paracle Advisors bought 28,000 ProShares UltraPro Dow 30 shares in Q1 2021, an estimated $788K.
ProShares UltraPro Dow 30 made up 0.3% of Paracle Advisors's portfolio in Q1 2021, its #39 holding.
Paracle Advisors first reported a position in ProShares UltraPro Dow 30 in Q3 2020 and has held it in 3 quarters since.
34 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.