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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
-5,500
Closed -$6K – 4388
2023
Q3 		$6K Buy
+5,500
New +$260K ﹤0.01% 2796
2022
Q4 		– Sell
-1,000
Closed -$11K – 5276
2022
Q3 		$11K Buy
1,000
+500
+100% +$23.5K ﹤0.01% 3095
2022
Q2 		$4K Buy
500
+100
+25% +$5.21K ﹤0.01% 3932
2022
Q1 		$3K Sell
400
-200
-33% -$12.8K ﹤0.01% 4538
2021
Q4 		$4K Hold
600
– – ﹤0.01% 4402
2021
Q3 		$2K Buy
600
+300
+100% +$19.3K ﹤0.01% 5116
2021
Q2 		$1K Buy
+300
New +$18.2K ﹤0.01% 5452
2020
Q4 		– Sell
-2,900
Closed -$5K – 5532
2020
Q3 		$5K Sell
2,900
-600
-17% -$18.9K ﹤0.01% 3542
2020
Q2 		$12K Buy
3,500
+3,400
+3,400% +$94.8K ﹤0.01% 2774
2020
Q1 		$3K Buy
+100
New +$4.54K ﹤0.01% 3368
2019
Q3 		– Sell
-3,800
Closed -$2K – 4755
2019
Q2 		$2K Sell
3,800
-11,900
-76% -$515K ﹤0.01% 3667
2019
Q1 		$22K Sell
15,700
-3,700
-19% -$143K ﹤0.01% 1997
2018
Q4 		$210K Buy
19,400
+400
+2% +$15.3K 0.02% 624
2018
Q3 		$59K Buy
+19,000
New +$835K ﹤0.01% 1511
2018
Q2 		– Sell
-600
Closed -$1K – 4933
2018
Q1 		$1K Sell
600
-1,500
-71% -$65.6K ﹤0.01% 4179
2017
Q4 		$1K Sell
2,100
-3,300
-61% -$133K ﹤0.01% 4597
2017
Q3 		$2K Sell
5,400
-5,400
-50% -$192K ﹤0.01% 5177
2017
Q2 		$9K Sell
10,800
-37,200
-78% -$1.21M ﹤0.01% 4299
2017
Q1 		$47K Sell
48,000
-3,300
-6% -$107K ﹤0.01% 2477
2016
Q4 		$42K Buy
51,300
+30,600
+148% +$833K ﹤0.01% 2729
2016
Q3 		$15K Sell
20,700
-3,000
-13% -$71.8K ﹤0.01% 3743
2016
Q2 		$28K Buy
23,700
+14,700
+163% +$329K ﹤0.01% 3015
2016
Q1 		$13K Sell
9,000
-60,600
-87% -$1.2M ﹤0.01% 3776
2015
Q4 		$55K Buy
+69,600
New +$1.67M ﹤0.01% 2352

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.