Blue Trust Inc’s ProShares Ultra Consumer Staples UGE Stock Holding History

Blue Trust Inc’s Portfolio UGE Stock Details UGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-239	Closed	-$4K	–	2532
2023 Q1	$4K	Buy	+239	New	+$4.01K	﹤0.01%	1874

Other funds holding UGE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blue Trust Inc's UGE Position: Q2 2023 in Review

Blue Trust Inc sold out of ProShares Ultra Consumer Staples (UGE) in Q2 2023, closing a stake of 239 shares — an estimated $4K sold.

Blue Trust Inc first reported a position in UGE in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 5 funds tracked by Wall St. Rank hold UGE as of Q2 2023.

Blue Trust Inc reported no remaining ProShares Ultra Consumer Staples position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 239 ProShares Ultra Consumer Staples shares in Q2 2023, an estimated $4K.
Blue Trust Inc first reported a position in ProShares Ultra Consumer Staples in Q1 2023 and held it in 1 quarter.
Blue Trust Inc's ProShares Ultra Consumer Staples position peaked at $4K in Q1 2023.
5 funds tracked by Wall St. Rank held ProShares Ultra Consumer Staples as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.