Root Financial Partners’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10
Closed -$393 3004
2026
Q1
$393 Hold
10
﹤0.01% 2955
2025
Q4
$193 Buy
+10
New +$205 ﹤0.01% 2296

Other funds holding UCO

Root Financial Partners's UCO Position: Q2 2026 in Review

Root Financial Partners sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2026, closing a stake of 10 shares — an estimated $393 sold.

Root Financial Partners first reported a position in UCO in Q4 2025 and held it in 2 quarters. The position peaked at $393 in Q1 2026. 35 funds tracked by Wall St. Rank hold UCO as of Q2 2026.

  • Root Financial Partners reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 10 ProShares Ultra Bloomberg Crude Oil shares in Q2 2026, an estimated $393.
  • Root Financial Partners first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's ProShares Ultra Bloomberg Crude Oil position peaked at $393 in Q1 2026.
  • 35 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.