AWM
UYG icon

Activest Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Activest Wealth Management’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-762
Closed -$34.8K – 550
2022
Q4 		$34.8K Hold
762
– – 0.01% 206
2022
Q3 		$29K Buy
+762
New +$35.8K 0.01% 217
2021
Q4 		– Sell
-7,000
Closed -$444K – 411
2021
Q3 		$444K Buy
+7,000
New +$451K 0.3% 42

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Activest Wealth Management's UYG Position: Q1 2023 in Review

Activest Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2023, closing a stake of 762 shares — an estimated $34.8K sold.

Activest Wealth Management first reported a position in UYG in Q3 2021 and held it in 3 quarters. The position peaked at $444K in Q3 2021. 47 funds tracked by Wall St. Rank hold UYG as of Q1 2023.

  • Activest Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 762 ProShares Ultra Financials shares in Q1 2023, an estimated $34.8K.
  • Activest Wealth Management first reported a position in ProShares Ultra Financials in Q3 2021 and held it in 3 quarters.
  • Activest Wealth Management's ProShares Ultra Financials position peaked at $444K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.