Steward Partners Investment Advisory’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Steward Partners Investment Advisory’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	$8.21K	Buy	+209	New	+$5.8K	﹤0.01%	3628
2024 Q1	–	Sell	-908	Closed	-$23.7K	–	3674
2023 Q4	$23.7K	Hold	908	–	–	﹤0.01%	2326
2023 Q3	$32K	Sell	908 -280	-24%	-$8.65K	﹤0.01%	2107
2023 Q2	$28.1K	Buy	+1,188	New	+$29.8K	﹤0.01%	2118
2020 Q3	–	Sell	-1,188	Closed	-$9K	–	2852
2020 Q2	$9K	Buy	+1,188	New	+$8.33K	﹤0.01%	2096
2020 Q1	–	Sell	-10	Closed	-$1K	–	2702
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	2541
2019 Q3	$0	Hold	10	–	–	﹤0.01%	2772
2019 Q2	$1K	Buy	+10	New	+$1.33K	﹤0.01%	2557
2018 Q4	–	Sell	-10	Closed	-$2K	–	2074
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	2407
2018 Q2	$2K	Buy	+10	New	+$1.87K	﹤0.01%	2258

Other funds holding UCO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 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 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

Steward Partners Investment Advisory's UCO Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in ProShares Ultra Bloomberg Crude Oil (UCO) in Q1 2026: 209 shares worth $8.21K. The stake represents ﹤0.01% of the portfolio and ranks #3628 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in UCO as recently as Q4 2023.

Steward Partners Investment Advisory first reported a position in UCO in Q2 2018 and has held it in 10 quarters since. The position peaked at $32K in Q3 2023. 42 funds tracked by Wall St. Rank hold UCO as of Q1 2026.

Steward Partners Investment Advisory held 209 shares of ProShares Ultra Bloomberg Crude Oil worth $8.21K as of Q1 2026.
ProShares Ultra Bloomberg Crude Oil was a new Steward Partners Investment Advisory position in Q1 2026.
ProShares Ultra Bloomberg Crude Oil made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3628 holding.
Steward Partners Investment Advisory first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2018 and has held it in 10 quarters since.
Steward Partners Investment Advisory's ProShares Ultra Bloomberg Crude Oil position peaked at $32K in Q3 2023.
42 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.