APA
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American Portfolios Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

American Portfolios Advisors’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4
Closed -$188 – 2916
2019
Q4 		$188 Hold
4
– – ﹤0.01% 2784
2019
Q3 		$211 Buy
+4
New +$200 ﹤0.01% 2762

Other funds holding UBT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

American Portfolios Advisors's UBT Position: Q1 2020 in Review

American Portfolios Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q1 2020, closing a stake of 4 shares — an estimated $188 sold.

American Portfolios Advisors first reported a position in UBT in Q3 2019 and held it in 2 quarters. The position peaked at $211 in Q3 2019. 13 funds tracked by Wall St. Rank hold UBT as of Q1 2020.

  • American Portfolios Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q1 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 4 ProShares Ultra 20+ Year Treasury shares in Q1 2020, an estimated $188.
  • American Portfolios Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2019 and held it in 2 quarters.
  • American Portfolios Advisors's ProShares Ultra 20+ Year Treasury position peaked at $211 in Q3 2019.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.