CFA
UYG icon

Cahill Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

Cahill Financial Advisors’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
Q4 		– Sell
-878
Closed -$56K – 752
2021
Q3 		$56K Buy
+878
New +$56.6K 0.01% 328

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Cahill Financial Advisors's UYG Position: Q4 2021 in Review

Cahill Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2021, closing a stake of 878 shares — an estimated $56K sold.

Cahill Financial Advisors first reported a position in UYG in Q3 2021 and held it in 1 quarter. The position peaked at $56K in Q3 2021. 64 funds tracked by Wall St. Rank hold UYG as of Q4 2021.

  • Cahill Financial Advisors reported no remaining ProShares Ultra Financials position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 878 ProShares Ultra Financials shares in Q4 2021, an estimated $56K.
  • Cahill Financial Advisors first reported a position in ProShares Ultra Financials in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's ProShares Ultra Financials position peaked at $56K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.