Financial Gravity Asset Management’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Financial Gravity Asset Management’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$96K	Sell	70 -3,418	-98%	-$171K	0.07%	333
2019 Q3	$184K	Buy	3,488 +3,482	+58,033%	+$174K	0.16%	126
2019 Q2	$0	Sell	6 -48	-89%	-$2.01K	﹤0.01%	1671
2019 Q1	$2K	Buy	+54	New	+$2.07K	﹤0.01%	994

Other funds holding UBT

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's UBT Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its ProShares Ultra 20+ Year Treasury (UBT) stake by 98% in Q4 2019, selling an estimated $171K and leaving 70 shares worth $96K. The position accounts for 0.07% of the portfolio, ranked #333.

Financial Gravity Asset Management first reported a position in UBT in Q1 2019 and has held it in 4 quarters since. The position peaked at $184K in Q3 2019. 18 funds tracked by Wall St. Rank hold UBT as of Q4 2019.

Financial Gravity Asset Management held 70 shares of ProShares Ultra 20+ Year Treasury worth $96K as of Q4 2019.
Financial Gravity Asset Management sold 3,418 ProShares Ultra 20+ Year Treasury shares in Q4 2019, an estimated $171K.
ProShares Ultra 20+ Year Treasury made up 0.07% of Financial Gravity Asset Management's portfolio in Q4 2019, its #333 holding.
Financial Gravity Asset Management first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's ProShares Ultra 20+ Year Treasury position peaked at $184K in Q3 2019.
18 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.