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Pathstone Family Office’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Pathstone Family Office’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
2023
Q3 		$554K Buy
+20,600
New +$622K ﹤0.01% 993

Other funds holding UDOW

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
XS
XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Pathstone Family Office's UDOW Position: Q3 2023 in Review

Pathstone Family Office opened a new position in ProShares UltraPro Dow 30 (UDOW) in Q3 2023: 20,600 shares worth $554K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

42 funds tracked by Wall St. Rank hold UDOW as of Q3 2023.

  • Pathstone Family Office held 20,600 shares of ProShares UltraPro Dow 30 worth $554K as of Q3 2023.
  • ProShares UltraPro Dow 30 was a new Pathstone Family Office position in Q3 2023.
  • ProShares UltraPro Dow 30 made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #993 holding.
  • 42 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.