Wealthspire Advisors (Maryland)’s ProShares Ultra Real Estate URE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio URE Stock Details URE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$346K	Hold	6,329	–	–	0.01%	330
2020 Q2	$337K	Sell	6,329 -1,555	-20%	-$77.8K	0.02%	319
2020 Q1	$343K	Hold	7,884	–	–	0.03%	284
2019 Q4	$689K	Hold	7,884	–	–	0.05%	222
2019 Q3	$689K	Hold	7,884	–	–	0.05%	204
2019 Q2	$606K	Hold	7,884	–	–	0.05%	224
2019 Q1	$600K	Hold	7,884	–	–	0.05%	221
2018 Q4	$442K	Hold	7,884	–	–	0.04%	243
2018 Q3	$515K	Hold	7,884	–	–	0.04%	239
2018 Q2	$518K	Hold	7,884	–	–	0.05%	229
2018 Q1	$453K	Hold	7,884	–	–	0.04%	261
2017 Q4	$520K	Hold	7,884	–	–	0.05%	248
2017 Q3	$502K	Hold	7,884	–	–	0.05%	237
2017 Q2	$495K	Hold	7,884	–	–	0.06%	229
2017 Q1	$475K	Sell	7,884 -52	-0.7%	-$3.05K	0.07%	196
2016 Q4	$453K	Sell	7,936 -4,688	-37%	-$257K	0.07%	190
2016 Q3	$780K	Buy	+12,624	New	+$816K	0.12%	119

Other funds holding URE

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s URE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) held its ProShares Ultra Real Estate (URE) position steady in Q3 2020 at 6,329 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #330.

Wealthspire Advisors (Maryland) first reported a position in URE in Q3 2016 and has held it in 17 quarters since. The position peaked at $780K in Q3 2016. 16 funds tracked by Wall St. Rank hold URE as of Q3 2020.

Wealthspire Advisors (Maryland) held 6,329 shares of ProShares Ultra Real Estate worth $346K as of Q3 2020.
Wealthspire Advisors (Maryland) left its ProShares Ultra Real Estate share count unchanged in Q3 2020.
ProShares Ultra Real Estate made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #330 holding.
Wealthspire Advisors (Maryland) first reported a position in ProShares Ultra Real Estate in Q3 2016 and has held it in 17 quarters since.
Wealthspire Advisors (Maryland)'s ProShares Ultra Real Estate position peaked at $780K in Q3 2016.
16 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.