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Spire Wealth Management’s ProShares UltraPro Russell2000 URTY Stock Holding History

Spire Wealth Management’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-167
Closed -$19K – 2654
2021
Q2 		$19K Buy
+167
New +$18.5K ﹤0.01% 1900

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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FTUS
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Jane Street
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Spire Wealth Management's URTY Position: Q3 2021 in Review

Spire Wealth Management sold out of ProShares UltraPro Russell2000 (URTY) in Q3 2021, closing a stake of 167 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in URTY in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 28 funds tracked by Wall St. Rank hold URTY as of Q3 2021.

  • Spire Wealth Management reported no remaining ProShares UltraPro Russell2000 position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 167 ProShares UltraPro Russell2000 shares in Q3 2021, an estimated $19K.
  • Spire Wealth Management first reported a position in ProShares UltraPro Russell2000 in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's ProShares UltraPro Russell2000 position peaked at $19K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.