BerganKDV Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

BerganKDV Wealth Management’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
2022 Q1	–	Sell	-293	Closed	-$20K	–	1107
2021 Q4	$20K	Buy	+293	New	+$20.2K	﹤0.01%	549
2020 Q3	–	Sell	-126	Closed	-$4K	–	1009
2020 Q2	$4K	Buy	126 +1	+0.8%	+$28	﹤0.01%	674
2020 Q1	$3K	Hold	125	–	–	﹤0.01%	698
2019 Q4	$7K	Buy	+125	New	+$6.22K	﹤0.01%	578

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

9WM

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

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BerganKDV Wealth Management's UYG Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2022, closing a stake of 293 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in UYG in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 59 funds tracked by Wall St. Rank hold UYG as of Q1 2022.

BerganKDV Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 293 ProShares Ultra Financials shares in Q1 2022, an estimated $20K.
BerganKDV Wealth Management first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 4 quarters.
BerganKDV Wealth Management's ProShares Ultra Financials position peaked at $20K in Q4 2021.
59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.