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
2020 Q2	–	Sell	-74	Closed	-$5.04K	–	847
2020 Q1	$5.04K	Buy	74 +4	+6%	+$229	0.02%	327
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

Haafor (Singapore) Singapore $53.7M AUM 47.58% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Financial Gravity Asset Management's UBT Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q2 2020, closing a stake of 74 shares — an estimated $5.04K sold.

Financial Gravity Asset Management first reported a position in UBT in Q1 2019 and held it in 5 quarters. The position peaked at $184K in Q3 2019. 13 funds tracked by Wall St. Rank hold UBT as of Q2 2020.

Financial Gravity Asset Management reported no remaining ProShares Ultra 20+ Year Treasury position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 74 ProShares Ultra 20+ Year Treasury shares in Q2 2020, an estimated $5.04K.
Financial Gravity Asset Management first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2019 and held it in 5 quarters.
Financial Gravity Asset Management's ProShares Ultra 20+ Year Treasury position peaked at $184K in Q3 2019.
13 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.