Sowell Financial Services’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Sowell Financial Services’s Portfolio UDOW Stock Details UDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-26,124	Closed	-$971K	–	588
2023 Q4	$971K	Buy	26,124 +3,906	+18%	+$118K	0.05%	328
2023 Q3	$597K	Buy	+22,218	New	+$671K	0.04%	377
2021 Q1	–	Sell	-72	Closed	-$2.02K	–	3303
2020 Q4	$2K	Buy	72 +8	+13%	+$178	﹤0.01%	2502
2020 Q3	$1K	Sell	64 -2,888	-98%	-$53.8K	﹤0.01%	2445
2020 Q2	$46K	Sell	2,952 -1,364	-32%	-$19.3K	﹤0.01%	1185
2020 Q1	$45K	Buy	4,316 +4,288	+15,314%	+$109K	﹤0.01%	1100
2019 Q4	$1K	Buy	+28	New	+$786	﹤0.01%	2432

Other funds holding UDOW

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Sowell Financial Services's UDOW Position: Q1 2024 in Review

Sowell Financial Services sold out of ProShares UltraPro Dow 30 (UDOW) in Q1 2024, closing a stake of 26,124 shares — an estimated $971K sold.

Sowell Financial Services first reported a position in UDOW in Q4 2019 and held it in 7 quarters. The position peaked at $971K in Q4 2023. 45 funds tracked by Wall St. Rank hold UDOW as of Q1 2024.

Sowell Financial Services reported no remaining ProShares UltraPro Dow 30 position as of Q1 2024 after selling out during the quarter.
Sowell Financial Services sold 26,124 ProShares UltraPro Dow 30 shares in Q1 2024, an estimated $971K.
Sowell Financial Services first reported a position in ProShares UltraPro Dow 30 in Q4 2019 and held it in 7 quarters.
Sowell Financial Services's ProShares UltraPro Dow 30 position peaked at $971K in Q4 2023.
45 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.