Provence Wealth Management Group’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Provence Wealth Management Group’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 Q4	–	Sell	-40	Closed	-$1.41K	–	481
2023 Q3	$1.41K	Buy	+40	New	+$1.24K	﹤0.01%	415

Other funds holding UCO

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Provence Wealth Management Group's UCO Position: Q4 2023 in Review

Provence Wealth Management Group sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q4 2023, closing a stake of 40 shares — an estimated $1.41K sold.

Provence Wealth Management Group first reported a position in UCO in Q3 2023 and held it in 1 quarter. The position peaked at $1.41K in Q3 2023. 45 funds tracked by Wall St. Rank hold UCO as of Q4 2023.

Provence Wealth Management Group reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q4 2023 after selling out during the quarter.
Provence Wealth Management Group sold 40 ProShares Ultra Bloomberg Crude Oil shares in Q4 2023, an estimated $1.41K.
Provence Wealth Management Group first reported a position in ProShares Ultra Bloomberg Crude Oil in Q3 2023 and held it in 1 quarter.
Provence Wealth Management Group's ProShares Ultra Bloomberg Crude Oil position peaked at $1.41K in Q3 2023.
45 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.