Winch Advisory Services’s ProShares UltraPro Russell2000 URTY Stock Holding History

Winch Advisory Services’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
2020 Q1	–	Sell	-142	Closed	-$12K	–	383
2019 Q4	$12K	Hold	142	–	–	0.01%	194
2019 Q3	$9K	Hold	142	–	–	﹤0.01%	206
2019 Q2	$10K	Hold	142	–	–	0.01%	204
2019 Q1	$10K	Hold	142	–	–	0.01%	200
2018 Q4	$7K	Hold	142	–	–	﹤0.01%	208
2018 Q3	$15K	Sell	142 -482	-77%	-$51.1K	0.01%	159
2018 Q2	$60K	Buy	+624	New	+$57.1K	0.03%	105

Other funds holding URTY

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

TRCT

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TFA

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

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

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

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

Winch Advisory Services's URTY Position: Q1 2020 in Review

Winch Advisory Services sold out of ProShares UltraPro Russell2000 (URTY) in Q1 2020, closing a stake of 142 shares — an estimated $12K sold.

Winch Advisory Services first reported a position in URTY in Q2 2018 and held it in 7 quarters. The position peaked at $60K in Q2 2018. 15 funds tracked by Wall St. Rank hold URTY as of Q1 2020.

Winch Advisory Services reported no remaining ProShares UltraPro Russell2000 position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 142 ProShares UltraPro Russell2000 shares in Q1 2020, an estimated $12K.
Winch Advisory Services first reported a position in ProShares UltraPro Russell2000 in Q2 2018 and held it in 7 quarters.
Winch Advisory Services's ProShares UltraPro Russell2000 position peaked at $60K in Q2 2018.
15 funds tracked by Wall St. Rank held ProShares UltraPro Russell2000 as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.