Core Wealth Advisors (Florida)’s ProShares Ultra Financials UYG Stock Holding History

Core Wealth Advisors (Florida)’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
2020 Q1	–	Sell	-180	Closed	-$10K	–	173
2019 Q4	$10K	Buy	+180	New	+$8.95K	0.01%	89

Other funds holding UYG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFA

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s UYG Position: Q1 2020 in Review

Core Wealth Advisors (Florida) sold out of ProShares Ultra Financials (UYG) in Q1 2020, closing a stake of 180 shares — an estimated $10K sold.

Core Wealth Advisors (Florida) first reported a position in UYG in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 40 funds tracked by Wall St. Rank hold UYG as of Q1 2020.

Core Wealth Advisors (Florida) reported no remaining ProShares Ultra Financials position as of Q1 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 180 ProShares Ultra Financials shares in Q1 2020, an estimated $10K.
Core Wealth Advisors (Florida) first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s ProShares Ultra Financials position peaked at $10K in Q4 2019.
40 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2020, filed 29 Apr 2020.