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Sowell Financial Services’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-24,963
Closed -$1.24M – 566
2023
Q3 		$1.24M Buy
+24,963
New +$1.16M 0.08% 278

Other funds holding OILK

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's OILK Position: Q4 2023 in Review

Sowell Financial Services sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q4 2023, closing a stake of 24,963 shares — an estimated $1.24M sold.

Sowell Financial Services first reported a position in OILK in Q3 2023 and held it in 1 quarter. The position peaked at $1.24M in Q3 2023. 45 funds tracked by Wall St. Rank hold OILK as of Q4 2023.

  • Sowell Financial Services reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Sowell Financial Services sold 24,963 ProShares K-1 Free Crude Oil Strategy ETF shares in Q4 2023, an estimated $1.24M.
  • Sowell Financial Services first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Sowell Financial Services's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $1.24M in Q3 2023.
  • 45 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.