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

BDO 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
2021
Q3 		– Sell
-624
Closed -$39K – 1131
2021
Q2 		$39K Sell
624
-291
-32% -$17.7K ﹤0.01% 501
2021
Q1 		$48K Buy
+915
New +$43.7K 0.01% 461

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $854M AUM 21.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BDO Wealth Advisors's UYG Position: Q3 2021 in Review

BDO Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q3 2021, closing a stake of 624 shares — an estimated $39K sold.

BDO Wealth Advisors first reported a position in UYG in Q1 2021 and held it in 2 quarters. The position peaked at $48K in Q1 2021. 59 funds tracked by Wall St. Rank hold UYG as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 624 ProShares Ultra Financials shares in Q3 2021, an estimated $39K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra Financials in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra Financials position peaked at $48K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.