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OILK icon

Simplicity Wealth’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-12,832
Closed -$613K – 1287
2024
Q1 		$613K Buy
+12,832
New +$573K 0.01% 665

Other funds holding OILK

TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Simplicity Wealth's OILK Position: Q2 2024 in Review

Simplicity Wealth sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q2 2024, closing a stake of 12,832 shares — an estimated $613K sold.

Simplicity Wealth first reported a position in OILK in Q1 2024 and held it in 1 quarter. The position peaked at $613K in Q1 2024. 37 funds tracked by Wall St. Rank hold OILK as of Q2 2024.

  • Simplicity Wealth reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,832 ProShares K-1 Free Crude Oil Strategy ETF shares in Q2 2024, an estimated $613K.
  • Simplicity Wealth first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $613K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.