Client First Investment Management’s ProShares Ultra Industrials UXI Stock Holding History

Client First Investment Management’s Portfolio UXI Stock Details UXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-89,861	Closed	-$2.59M	–	32
2023 Q4	$2.59M	Buy	+89,861	New	+$2.21M	2.51%	6

Other funds holding UXI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Client First Investment Management's UXI Position: Q1 2024 in Review

Client First Investment Management sold out of ProShares Ultra Industrials (UXI) in Q1 2024, closing a stake of 89,861 shares — an estimated $2.59M sold.

Client First Investment Management first reported a position in UXI in Q4 2023 and held it in 1 quarter. The position peaked at $2.59M in Q4 2023. 6 funds tracked by Wall St. Rank hold UXI as of Q1 2024.

Client First Investment Management reported no remaining ProShares Ultra Industrials position as of Q1 2024 after selling out during the quarter.
Client First Investment Management sold 89,861 ProShares Ultra Industrials shares in Q1 2024, an estimated $2.59M.
Client First Investment Management first reported a position in ProShares Ultra Industrials in Q4 2023 and held it in 1 quarter.
Client First Investment Management's ProShares Ultra Industrials position peaked at $2.59M in Q4 2023.
6 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q1 2024.

Based on Client First Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.