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Cutler Group’s ProShares Ultra Financials UYG Stock Holding History

Cutler Group’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
2023
Q4 		– Sell
-180
Closed -$8.47K – 4387
2023
Q3 		$7K Hold
180
– – ﹤0.01% 2720
2023
Q2 		$8K Buy
+180
New +$7.75K ﹤0.01% 2402
2023
Q1 		– Sell
-1
Closed – – 4772
2022
Q4 		$0 Sell
1
-199
-100% -$9K ﹤0.01% 5275
2022
Q3 		$7K Sell
200
-100
-33% -$4.7K ﹤0.01% 3423
2022
Q2 		$12K Buy
+300
New +$15.6K ﹤0.01% 3079
2021
Q1 		– Sell
-2,300
Closed -$110K – 6337
2020
Q4 		$97K Buy
2,300
+1,742
+312% +$63.3K ﹤0.01% 1552
2020
Q3 		$17K Buy
558
+300
+116% +$9.45K ﹤0.01% 2596
2020
Q2 		$7K Sell
258
-1,100
-81% -$30.7K ﹤0.01% 3128
2020
Q1 		$32K Buy
+1,358
New +$61.6K ﹤0.01% 2015
2019
Q2 		– Sell
-99
Closed -$4.29K – 4839
2019
Q1 		$3K Sell
99
-400
-80% -$15.5K ﹤0.01% 3266
2018
Q4 		$16K Buy
+499
New +$19.1K ﹤0.01% 2274
2017
Q4 		– Sell
-300
Closed -$12.1K – 5995
2017
Q3 		$11K Sell
300
-1,503
-83% -$53.4K ﹤0.01% 3746
2017
Q2 		$62K Sell
1,803
-10,896
-86% -$356K ﹤0.01% 2294
2017
Q1 		$411K Buy
+12,699
New +$413K 0.02% 735
2016
Q4 		– Sell
-8,208
Closed -$224K – 7370
2016
Q3 		$198K Buy
+8,208
New +$196K 0.01% 1225
2016
Q1 		– Sell
-22,209
Closed -$439K – 7251
2015
Q4 		$525K Buy
+22,209
New +$533K 0.03% 585

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 $94.2B AUM 21.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Cutler Group's UYG Position: Q4 2023 in Review

Cutler Group sold out of ProShares Ultra Financials (UYG) in Q4 2023, closing a stake of 180 shares — an estimated $8.47K sold.

Cutler Group first reported a position in UYG in Q4 2015 and held it in 16 quarters. The position peaked at $525K in Q4 2015. 53 funds tracked by Wall St. Rank hold UYG as of Q4 2023.

  • Cutler Group reported no remaining ProShares Ultra Financials position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 180 ProShares Ultra Financials shares in Q4 2023, an estimated $8.47K.
  • Cutler Group first reported a position in ProShares Ultra Financials in Q4 2015 and held it in 16 quarters.
  • Cutler Group's ProShares Ultra Financials position peaked at $525K in Q4 2015.
  • 53 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.