Valeo Financial Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Valeo Financial Advisors’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
2021 Q1	–	Sell	-7,636	Closed	-$196K	–	2191
2020 Q4	$196K	Buy	7,636 +28	+0.4%	+$623	0.01%	426
2020 Q3	$148K	Hold	7,608	–	–	0.01%	383
2020 Q2	$119K	Buy	7,608 +3,600	+90%	+$50.9K	0.01%	450
2020 Q1	$52K	Buy	+4,008	New	+$102K	0.01%	598
2019 Q3	–	Sell	-2,120	Closed	-$55K	–	1675
2019 Q2	$55K	Buy	+2,120	New	+$51.9K	0.01%	569

Other funds holding UDOW

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

ATPW

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PFM

Probabilities Fund Management White Plains, New York $28.1M AUM 54.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Valeo Financial Advisors's UDOW Position: Q1 2021 in Review

Valeo Financial Advisors sold out of ProShares UltraPro Dow 30 (UDOW) in Q1 2021, closing a stake of 7,636 shares — an estimated $196K sold.

Valeo Financial Advisors first reported a position in UDOW in Q2 2019 and held it in 5 quarters. The position peaked at $196K in Q4 2020. 34 funds tracked by Wall St. Rank hold UDOW as of Q1 2021.

Valeo Financial Advisors reported no remaining ProShares UltraPro Dow 30 position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 7,636 ProShares UltraPro Dow 30 shares in Q1 2021, an estimated $196K.
Valeo Financial Advisors first reported a position in ProShares UltraPro Dow 30 in Q2 2019 and held it in 5 quarters.
Valeo Financial Advisors's ProShares UltraPro Dow 30 position peaked at $196K in Q4 2020.
34 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.