West Branch Capital’s ProShares UltraPro MidCap400 UMDD Stock Holding History

West Branch Capital’s Portfolio UMDD Stock Details UMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,200	Closed	-$17K	–	476
2022 Q3	$17K	Buy	+1,200	New	+$23.1K	0.01%	241

Other funds holding UMDD

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

TRCT

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

West Branch Capital's UMDD Position: Q4 2022 in Review

West Branch Capital sold out of ProShares UltraPro MidCap400 (UMDD) in Q4 2022, closing a stake of 1,200 shares — an estimated $17K sold.

West Branch Capital first reported a position in UMDD in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 6 funds tracked by Wall St. Rank hold UMDD as of Q4 2022.

West Branch Capital reported no remaining ProShares UltraPro MidCap400 position as of Q4 2022 after selling out during the quarter.
West Branch Capital sold 1,200 ProShares UltraPro MidCap400 shares in Q4 2022, an estimated $17K.
West Branch Capital first reported a position in ProShares UltraPro MidCap400 in Q3 2022 and held it in 1 quarter.
West Branch Capital's ProShares UltraPro MidCap400 position peaked at $17K in Q3 2022.
6 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.