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BDO Wealth Advisors’s ProShares Ultra Materials UYM Stock Holding History

BDO Wealth Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$5K – 1132
2021
Q2 		$5K Hold
200
– – ﹤0.01% 869
2021
Q1 		$4K Buy
+200
New +$4K ﹤0.01% 900

Other funds holding UYM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

BDO Wealth Advisors sold out of ProShares Ultra Materials (UYM) in Q3 2021, closing a stake of 200 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in UYM in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 15 funds tracked by Wall St. Rank hold UYM as of Q3 2021.

  • BDO Wealth Advisors reported no remaining ProShares Ultra Materials position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 200 ProShares Ultra Materials shares in Q3 2021, an estimated $5K.
  • BDO Wealth Advisors first reported a position in ProShares Ultra Materials in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's ProShares Ultra Materials position peaked at $5K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q3 2021.

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