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Valeo Financial Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-200
Closed -$3K – 1738
2021
Q1 		$3K Hold
200
– – ﹤0.01% 1731
2020
Q4 		$2K Hold
200
– – ﹤0.01% 1546
2020
Q3 		$1K Hold
200
– – ﹤0.01% 1535
2020
Q2 		$1K Buy
+200
New +$1.4K ﹤0.01% 1968

Other funds holding UCO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Valeo Financial Advisors's UCO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ProShares Ultra Bloomberg Crude Oil (UCO) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in UCO in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 61 funds tracked by Wall St. Rank hold UCO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ProShares Ultra Bloomberg Crude Oil position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 ProShares Ultra Bloomberg Crude Oil shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in ProShares Ultra Bloomberg Crude Oil in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's ProShares Ultra Bloomberg Crude Oil position peaked at $3K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Crude Oil as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.