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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
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PFA
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HighTower Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
9WM
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DCM
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Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return