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WealthPLAN Partners’s ProShares K-1 Free Crude Oil Strategy ETF OILK Stock Holding History

WealthPLAN Partners’s Portfolio OILK Stock Details OILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-227
Closed -$9.23K – 865
2023
Q2 		$9.23K Hold
227
– – ﹤0.01% 805
2023
Q1 		$9.64K Buy
+227
New +$9.71K ﹤0.01% 873

Other funds holding OILK

HighTower Advisors
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FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's OILK Position: Q3 2023 in Review

WealthPLAN Partners sold out of ProShares K-1 Free Crude Oil Strategy ETF (OILK) in Q3 2023, closing a stake of 227 shares — an estimated $9.23K sold.

WealthPLAN Partners first reported a position in OILK in Q1 2023 and held it in 2 quarters. The position peaked at $9.64K in Q1 2023. 37 funds tracked by Wall St. Rank hold OILK as of Q3 2023.

  • WealthPLAN Partners reported no remaining ProShares K-1 Free Crude Oil Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 227 ProShares K-1 Free Crude Oil Strategy ETF shares in Q3 2023, an estimated $9.23K.
  • WealthPLAN Partners first reported a position in ProShares K-1 Free Crude Oil Strategy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ProShares K-1 Free Crude Oil Strategy ETF position peaked at $9.64K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held ProShares K-1 Free Crude Oil Strategy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.