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WFA of San Diego’s ProShares UltraPro Russell2000 URTY Stock Holding History

WFA of San Diego’s Portfolio URTY Stock Details URTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$4.16K – 416
2023
Q2 		$4.16K Buy
+100
New +$3.69K ﹤0.01% 317

Other funds holding URTY

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

WFA of San Diego's URTY Position: Q3 2023 in Review

WFA of San Diego sold out of ProShares UltraPro Russell2000 (URTY) in Q3 2023, closing a stake of 100 shares — an estimated $4.16K sold.

WFA of San Diego first reported a position in URTY in Q2 2023 and held it in 1 quarter. The position peaked at $4.16K in Q2 2023. 23 funds tracked by Wall St. Rank hold URTY as of Q3 2023.

  • WFA of San Diego reported no remaining ProShares UltraPro Russell2000 position as of Q3 2023 after selling out during the quarter.
  • WFA of San Diego sold 100 ProShares UltraPro Russell2000 shares in Q3 2023, an estimated $4.16K.
  • WFA of San Diego first reported a position in ProShares UltraPro Russell2000 in Q2 2023 and held it in 1 quarter.
  • WFA of San Diego's ProShares UltraPro Russell2000 position peaked at $4.16K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.