AWA
UYG icon

Arkadios Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

Arkadios Wealth 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
2024
Q3 		– Sell
-5,400
Closed -$346K – 972
2024
Q2 		$346K Buy
+5,400
New +$348K 0.02% 585

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Arkadios Wealth Advisors's UYG Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q3 2024, closing a stake of 5,400 shares — an estimated $346K sold.

Arkadios Wealth Advisors first reported a position in UYG in Q2 2024 and held it in 1 quarter. The position peaked at $346K in Q2 2024. 64 funds tracked by Wall St. Rank hold UYG as of Q3 2024.

  • Arkadios Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q3 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,400 ProShares Ultra Financials shares in Q3 2024, an estimated $346K.
  • Arkadios Wealth Advisors first reported a position in ProShares Ultra Financials in Q2 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's ProShares Ultra Financials position peaked at $346K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.