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Blue Trust Inc’s ProShares Ultra Financials UYG Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-137
Closed -$6K – 2713
2023
Q4 		$6K Hold
137
– – ﹤0.01% 1801
2023
Q3 		$6K Hold
137
– – ﹤0.01% 1607
2023
Q2 		$6K Sell
137
-129
-48% -$5.55K ﹤0.01% 1495
2023
Q1 		$12K Buy
266
+129
+94% +$6.2K ﹤0.01% 1554
2022
Q4 		$5K Hold
137
– – ﹤0.01% 1760
2022
Q3 		$6K Hold
137
– – ﹤0.01% 1533
2022
Q2 		$9K Buy
+137
New +$7.14K ﹤0.01% 1254

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Blue Trust Inc's UYG Position: Q1 2024 in Review

Blue Trust Inc sold out of ProShares Ultra Financials (UYG) in Q1 2024, closing a stake of 137 shares — an estimated $6K sold.

Blue Trust Inc first reported a position in UYG in Q2 2022 and held it in 7 quarters. The position peaked at $12K in Q1 2023. 56 funds tracked by Wall St. Rank hold UYG as of Q1 2024.

  • Blue Trust Inc reported no remaining ProShares Ultra Financials position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 137 ProShares Ultra Financials shares in Q1 2024, an estimated $6K.
  • Blue Trust Inc first reported a position in ProShares Ultra Financials in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's ProShares Ultra Financials position peaked at $12K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.