CWA Asset Management Group’s ProShares Ultra Financials UYG Stock Holding History

CWA Asset Management 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	$619K	Buy	+9,060	New	+$545K	0.04%	291

Other funds holding UYG

TFA

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

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

CWA Asset Management Group's UYG Position: Q1 2024 in Review

CWA Asset Management Group opened a new position in ProShares Ultra Financials (UYG) in Q1 2024: 9,060 shares worth $619K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

56 funds tracked by Wall St. Rank hold UYG as of Q1 2024.

CWA Asset Management Group held 9,060 shares of ProShares Ultra Financials worth $619K as of Q1 2024.
ProShares Ultra Financials was a new CWA Asset Management Group position in Q1 2024.
ProShares Ultra Financials made up 0.04% of CWA Asset Management Group's portfolio in Q1 2024, its #291 holding.
56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2024.

Based on CWA Asset Management Group's 13F filing for Q1 2024, filed 13 May 2024.