Plotkin Financial Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Plotkin Financial 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 Q3	–	Sell	-7,388	Closed	-$270K	–	101
2021 Q2	$270K	Buy	+7,388	New	+$262K	0.15%	78
2021 Q1	–	Sell	-8,000	Closed	-$205K	–	88
2020 Q4	$205K	Buy	+8,000	New	+$178K	0.14%	65

Other funds holding UDOW

ATPW

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

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

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

PFM

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plotkin Financial Advisors's UDOW Position: Q3 2021 in Review

Plotkin Financial Advisors sold out of ProShares UltraPro Dow 30 (UDOW) in Q3 2021, closing a stake of 7,388 shares — an estimated $270K sold.

Plotkin Financial Advisors first reported a position in UDOW in Q4 2020 and held it in 2 quarters. The position peaked at $270K in Q2 2021. 34 funds tracked by Wall St. Rank hold UDOW as of Q3 2021.

Plotkin Financial Advisors reported no remaining ProShares UltraPro Dow 30 position as of Q3 2021 after selling out during the quarter.
Plotkin Financial Advisors sold 7,388 ProShares UltraPro Dow 30 shares in Q3 2021, an estimated $270K.
Plotkin Financial Advisors first reported a position in ProShares UltraPro Dow 30 in Q4 2020 and held it in 2 quarters.
Plotkin Financial Advisors's ProShares UltraPro Dow 30 position peaked at $270K in Q2 2021.
34 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q3 2021.

Based on Plotkin Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2024.