Cetera Investment Advisers
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Cetera Investment Advisers’s ProShares Ultra Financials UYG Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-15,580
Closed -$963K – 1878
2021
Q2 		$963K Hold
15,580
– – 0.02% 792
2021
Q1 		$822K Sell
15,580
-918
-6% -$43.8K 0.02% 752
2020
Q4 		$698K Buy
+16,498
New +$599K 0.01% 816

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers's UYG Position: Q3 2021 in Review

Cetera Investment Advisers sold out of ProShares Ultra Financials (UYG) in Q3 2021, closing a stake of 15,580 shares — an estimated $963K sold.

Cetera Investment Advisers first reported a position in UYG in Q4 2020 and held it in 3 quarters. The position peaked at $963K in Q2 2021. 59 funds tracked by Wall St. Rank hold UYG as of Q3 2021.

  • Cetera Investment Advisers reported no remaining ProShares Ultra Financials position as of Q3 2021 after selling out during the quarter.
  • Cetera Investment Advisers sold 15,580 ProShares Ultra Financials shares in Q3 2021, an estimated $963K.
  • Cetera Investment Advisers first reported a position in ProShares Ultra Financials in Q4 2020 and held it in 3 quarters.
  • Cetera Investment Advisers's ProShares Ultra Financials position peaked at $963K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2021.

Based on Cetera Investment Advisers's 13F filing for Q3 2021, filed 16 Nov 2021.