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Plotkin Financial Advisors’s ProShares UltraPro Russell2000 URTY Stock Holding History

Plotkin Financial Advisors’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,515
Closed -$293K – 102
2021
Q2 		$293K Sell
2,515
-158
-6% -$17.5K 0.16% 76
2021
Q1 		$285K Buy
+2,673
New +$284K 0.17% 59

Other funds holding URTY

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
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
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Plotkin Financial Advisors sold out of ProShares UltraPro Russell2000 (URTY) in Q3 2021, closing a stake of 2,515 shares — an estimated $293K sold.

Plotkin Financial Advisors first reported a position in URTY in Q1 2021 and held it in 2 quarters. The position peaked at $293K in Q2 2021. 28 funds tracked by Wall St. Rank hold URTY as of Q3 2021.

  • Plotkin Financial Advisors reported no remaining ProShares UltraPro Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 2,515 ProShares UltraPro Russell2000 shares in Q3 2021, an estimated $293K.
  • Plotkin Financial Advisors first reported a position in ProShares UltraPro Russell2000 in Q1 2021 and held it in 2 quarters.
  • Plotkin Financial Advisors's ProShares UltraPro Russell2000 position peaked at $293K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2021.

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