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Prospera Financial Services’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Prospera Financial Services’s Portfolio OILK Stock Details OILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,509
Closed -$485K – 1124
2023
Q4 		$485K Sell
11,509
-12,813
-53% -$579K 0.02% 676
2023
Q3 		$1.21M Buy
+24,322
New +$1.13M 0.05% 383

Other funds holding OILK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $449M AUM 26.62% 1-Year Est. Return

Prospera Financial Services's OILK Position: Q1 2024 in Review

Prospera Financial Services sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q1 2024, closing a stake of 11,509 shares — an estimated $485K sold.

Prospera Financial Services first reported a position in OILK in Q3 2023 and held it in 2 quarters. The position peaked at $1.21M in Q3 2023. 43 funds tracked by Wall St. Rank hold OILK as of Q1 2024.

  • Prospera Financial Services reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 11,509 ProShares K-1 Free Crude Oil Strategy ETF shares in Q1 2024, an estimated $485K.
  • Prospera Financial Services first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q3 2023 and held it in 2 quarters.
  • Prospera Financial Services's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $1.21M in Q3 2023.
  • 43 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.