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Avantax Planning Partners’s ProShares Ultra Financials UYG Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-3,000
Closed -$130K – 1148
2018
Q3 		$130K Buy
+3,000
New +$132K 0.01% 294
2018
Q2 		– Sell
-3,000
Closed -$123K – 1425
2018
Q1 		$123K Buy
+3,000
New +$131K 0.01% 373

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's UYG Position: Q4 2018 in Review

Avantax Planning Partners sold out of ProShares Ultra Financials (UYG) in Q4 2018, closing a stake of 3,000 shares — an estimated $130K sold.

Avantax Planning Partners first reported a position in UYG in Q1 2018 and held it in 2 quarters. The position peaked at $130K in Q3 2018. 64 funds tracked by Wall St. Rank hold UYG as of Q4 2018.

  • Avantax Planning Partners reported no remaining ProShares Ultra Financials position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,000 ProShares Ultra Financials shares in Q4 2018, an estimated $130K.
  • Avantax Planning Partners first reported a position in ProShares Ultra Financials in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ProShares Ultra Financials position peaked at $130K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.