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Client First Investment Management’s ProShares Ultra Financials UYG Stock Holding History

Client First Investment Management’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
-43,150
Closed -$2.38M – 33
2023
Q4 		$2.38M Buy
+43,150
New +$2.03M 2.31% 8

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

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

Client First Investment Management sold out of ProShares Ultra Financials (UYG) in Q1 2024, closing a stake of 43,150 shares — an estimated $2.38M sold.

Client First Investment Management first reported a position in UYG in Q4 2023 and held it in 1 quarter. The position peaked at $2.38M in Q4 2023. 56 funds tracked by Wall St. Rank hold UYG as of Q1 2024.

  • Client First Investment Management reported no remaining ProShares Ultra Financials position as of Q1 2024 after selling out during the quarter.
  • Client First Investment Management sold 43,150 ProShares Ultra Financials shares in Q1 2024, an estimated $2.38M.
  • Client First Investment Management first reported a position in ProShares Ultra Financials in Q4 2023 and held it in 1 quarter.
  • Client First Investment Management's ProShares Ultra Financials position peaked at $2.38M in Q4 2023.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2024.

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