Plante Moran Financial Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Plante Moran Financial Advisors’s Portfolio UCO Stock Details UCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-96	Closed	-$2.54K	–	861
2023 Q1	$2.54K	Hold	96	–	–	﹤0.01%	688
2022 Q4	$2.91K	Hold	96	–	–	﹤0.01%	715
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	765
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	748
2022 Q1	$4K	Buy	+96	New	+$3.09K	﹤0.01%	701
2020 Q4	–	Sell	-4,276	Closed	-$30K	–	995
2020 Q3	$30K	Hold	4,276	–	–	0.01%	412
2020 Q2	$31K	Sell	4,276 -2	-0%	-$14	0.01%	360
2020 Q1	$43K	Buy	+4,278	New	+$327K	0.02%	277

Other funds holding UCO

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

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $520M AUM 48.03% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

TMC

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's UCO Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2023, closing a stake of 96 shares — an estimated $2.54K sold.

Plante Moran Financial Advisors first reported a position in UCO in Q1 2020 and held it in 8 quarters. The position peaked at $43K in Q1 2020. 47 funds tracked by Wall St. Rank hold UCO as of Q2 2023.

Plante Moran Financial Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 96 ProShares Ultra Bloomberg Crude Oil shares in Q2 2023, an estimated $2.54K.
Plante Moran Financial Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q1 2020 and held it in 8 quarters.
Plante Moran Financial Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $43K in Q1 2020.
47 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.