Regal Investment Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Regal Investment 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
2022 Q2	–	Sell	-41,844	Closed	-$1.6M	–	559
2022 Q1	$1.6M	Buy	41,844 +768	+2%	+$24.8K	0.15%	143
2021 Q4	$891K	Hold	41,076	–	–	0.08%	260
2021 Q3	$865K	Sell	41,076 -752	-2%	-$14K	0.08%	258
2021 Q2	$818K	Buy	+41,828	New	+$682K	0.08%	255
2021 Q1	–	Sell	-32,428	Closed	-$294K	–	394
2020 Q4	$294K	Buy	+32,428	New	+$245K	0.03%	366
2020 Q3	–	Sell	-33,456	Closed	-$240K	–	268
2020 Q2	$240K	Buy	+33,456	New	+$234K	0.04%	276
2015 Q4	–	Sell	-30	Closed	-$8K	–	833
2015 Q3	$8K	Buy	+30	New	+$9.9K	﹤0.01%	746
2015 Q2	–	Sell	-8	Closed	-$3K	–	1020
2015 Q1	$3K	Buy	8 +5	+167%	+$2.47K	﹤0.01%	881
2014 Q4	$2K	Buy	+3	New	+$3.75K	﹤0.01%	863

Other funds holding UCO

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

PAG

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

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

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

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

CFA

Compass Financial Advisors Fort Wayne, Indiana $78.9M AUM 0.9% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Regal Investment Advisors's UCO Position: Q2 2022 in Review

Regal Investment Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2022, closing a stake of 41,844 shares — an estimated $1.6M sold.

Regal Investment Advisors first reported a position in UCO in Q4 2014 and held it in 9 quarters. The position peaked at $1.6M in Q1 2022. 60 funds tracked by Wall St. Rank hold UCO as of Q2 2022.

Regal Investment Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2022 after selling out during the quarter.
Regal Investment Advisors sold 41,844 ProShares Ultra Bloomberg Crude Oil shares in Q2 2022, an estimated $1.6M.
Regal Investment Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2014 and held it in 9 quarters.
Regal Investment Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $1.6M in Q1 2022.
60 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.