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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
2024
Q1 		– Sell
-300
Closed -$1K – 3694
2023
Q4 		$1K Buy
+300
New +$14.1K ﹤0.01% 3486
2022
Q2 		– Sell
-4,300
Closed -$3K – 5719
2022
Q1 		$3K Buy
4,300
+2,200
+105% +$141K ﹤0.01% 4537
2021
Q4 		$1K Sell
2,100
-1,100
-34% -$76K ﹤0.01% 5160
2021
Q3 		$2K Buy
3,200
+3,100
+3,100% +$200K ﹤0.01% 5115
2021
Q2 		$1K Sell
100
-200
-67% -$12.2K ﹤0.01% 5451
2021
Q1 		$3K Buy
+300
New +$14.3K ﹤0.01% 4772
2020
Q4 		– Sell
-1,500
Closed -$1K – 5531
2020
Q3 		$1K Sell
1,500
-19,500
-93% -$614K ﹤0.01% 4478
2020
Q2 		$11K Buy
21,000
+3,600
+21% +$100K ﹤0.01% 2825
2020
Q1 		$3K Buy
17,400
+10,100
+138% +$458K ﹤0.01% 3367
2019
Q4 		$35K Sell
7,300
-19,200
-72% -$955K ﹤0.01% 1879
2019
Q3 		$114K Sell
26,500
-6,800
-20% -$311K 0.01% 1002
2019
Q2 		$109K Buy
33,300
+8,700
+35% +$377K 0.01% 1056
2019
Q1 		$15K Buy
+24,600
New +$953K ﹤0.01% 2237
2018
Q4 		– Sell
-800
Closed -$1K – 4631
2018
Q3 		$1K Buy
+800
New +$35.2K ﹤0.01% 3893
2018
Q1 		– Sell
-13,800
Closed -$37K – 5266
2017
Q4 		$37K Sell
13,800
-21,900
-61% -$882K ﹤0.01% 2099
2017
Q3 		$68K Buy
35,700
+25,200
+240% +$895K ﹤0.01% 1971
2017
Q2 		$10K Sell
10,500
-15,300
-59% -$499K ﹤0.01% 4185
2017
Q1 		$89K Sell
25,800
-52,800
-67% -$1.72M ﹤0.01% 1852
2016
Q4 		$171K Buy
78,600
+76,500
+3,643% +$2.08M 0.01% 1426
2016
Q3 		$2K Sell
2,100
-5,100
-71% -$122K ﹤0.01% 5818
2016
Q2 		$12K Buy
7,200
+300
+4% +$6.71K ﹤0.01% 3962
2016
Q1 		$2K Sell
6,900
-3,300
-32% -$65.2K ﹤0.01% 5687
2015
Q4 		$4K Buy
+10,200
New +$245K ﹤0.01% 5132

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.