SWM
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SHP Wealth Management’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

SHP Wealth Management’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
2026
Q1 		$48.6K Hold
1,238
– – ﹤0.01% 497
2025
Q4 		$23.9K Buy
+1,238
New +$25.4K ﹤0.01% 643

Other funds holding UCO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SHP Wealth Management's UCO Position: Q1 2026 in Review

SHP Wealth Management held its ProShares Ultra Bloomberg Crude Oil (UCO) position steady in Q1 2026 at 1,238 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

SHP Wealth Management first reported a position in UCO in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold UCO as of Q1 2026.

  • SHP Wealth Management held 1,238 shares of ProShares Ultra Bloomberg Crude Oil worth $48.6K as of Q1 2026.
  • SHP Wealth Management left its ProShares Ultra Bloomberg Crude Oil share count unchanged in Q1 2026.
  • ProShares Ultra Bloomberg Crude Oil made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #497 holding.
  • SHP Wealth Management first reported a position in ProShares Ultra Bloomberg Crude Oil in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.