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Sandy Spring Bank’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Sandy Spring Bank’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
2023
Q3 		– Sell
-12
Closed -$493 – 1242
2023
Q2 		$493 Hold
12
– – ﹤0.01% 1157
2023
Q1 		$511 Buy
+12
New +$513 ﹤0.01% 1101

Other funds holding OILK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sandy Spring Bank's OILK Position: Q3 2023 in Review

Sandy Spring Bank sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q3 2023, closing a stake of 12 shares — an estimated $493 sold.

Sandy Spring Bank first reported a position in OILK in Q1 2023 and held it in 2 quarters. The position peaked at $511 in Q1 2023. 37 funds tracked by Wall St. Rank hold OILK as of Q3 2023.

  • Sandy Spring Bank reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 12 ProShares K-1 Free Crude Oil Strategy ETF shares in Q3 2023, an estimated $493.
  • Sandy Spring Bank first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2023 and held it in 2 quarters.
  • Sandy Spring Bank's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $511 in Q1 2023.
  • 37 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.