Beirne Wealth Consulting Services’s ProShares Ultra Financials UYG Stock Holding History

Beirne Wealth Consulting Services’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 Q1	–	Sell	-5,484	Closed	-$232K	–	169
2020 Q4	$232K	Buy	+5,484	New	+$199K	0.11%	136
2020 Q2	–	Sell	-8,484	Closed	-$202K	–	85
2020 Q1	$202K	Sell	8,484 -1,000	-11%	-$45.4K	0.22%	62
2019 Q4	$510K	Sell	9,484 -2,000	-17%	-$99.4K	0.45%	43
2019 Q3	$540K	Hold	11,484	–	–	0.45%	57
2019 Q2	$517K	Hold	11,484	–	–	0.46%	61
2019 Q1	$460K	Hold	11,484	–	–	0.36%	90
2018 Q4	$377K	Buy	+11,484	New	+$440K	0.32%	102

Other funds holding UYG

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return