American Portfolios Advisors’s ProShares Ultra Financials UYG Stock Holding History

American Portfolios Advisors’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
2022 Q3	$7.29K	Hold	192	–	–	﹤0.01%	2655
2022 Q2	$8.29K	Hold	192	–	–	﹤0.01%	2642
2022 Q1	$12.1K	Hold	192	–	–	﹤0.01%	2608
2021 Q4	$13K	Hold	192	–	–	﹤0.01%	2521
2021 Q3	$12.2K	Hold	192	–	–	﹤0.01%	2485
2021 Q2	$11.9K	Hold	192	–	–	﹤0.01%	2440
2021 Q1	$10.1K	Hold	192	–	–	﹤0.01%	2373
2020 Q4	$8.12K	Hold	192	–	–	﹤0.01%	2208
2020 Q3	$5.93K	Hold	192	–	–	﹤0.01%	2204
2020 Q2	$5.58K	Hold	192	–	–	﹤0.01%	2195
2020 Q1	$4.56K	Hold	192	–	–	﹤0.01%	2130
2019 Q4	$10.3K	Hold	192	–	–	﹤0.01%	1985
2019 Q3	$9.01K	Hold	192	–	–	﹤0.01%	1970
2019 Q2	$8.63K	Hold	192	–	–	﹤0.01%	1951
2019 Q1	$7.69K	Hold	192	–	–	﹤0.01%	1930
2018 Q4	$6.26K	Hold	192	–	–	﹤0.01%	1793
2018 Q3	$8.31K	Hold	192	–	–	﹤0.01%	1812
2018 Q2	$7.76K	Hold	192	–	–	﹤0.01%	1821
2018 Q1	$7.88K	Hold	192	–	–	﹤0.01%	1715
2017 Q4	$8.19K	Buy	+192	New	+$7.73K	﹤0.01%	1635

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 $199M AUM 19.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

American Portfolios Advisors's UYG Position: Q3 2022 in Review

American Portfolios Advisors held its ProShares Ultra Financials (UYG) position steady in Q3 2022 at 192 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

American Portfolios Advisors first reported a position in UYG in Q4 2017 and has held it in 20 quarters since. The position peaked at $13K in Q4 2021. 48 funds tracked by Wall St. Rank hold UYG as of Q3 2022.

American Portfolios Advisors held 192 shares of ProShares Ultra Financials worth $7.29K as of Q3 2022.
American Portfolios Advisors left its ProShares Ultra Financials share count unchanged in Q3 2022.
ProShares Ultra Financials made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2655 holding.
American Portfolios Advisors first reported a position in ProShares Ultra Financials in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's ProShares Ultra Financials position peaked at $13K in Q4 2021.
48 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.