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Focus Partners Advisor Solutions’s ProShares Ultra Financials UYG Stock Holding History

Focus Partners Advisor Solutions’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
2022
Q2 		– Sell
-3,300
Closed -$208K – 390
2022
Q1 		$208K Hold
3,300
– – 0.02% 306
2021
Q4 		$223K Buy
+3,300
New +$228K 0.05% 125

Other funds holding UYG

TFA
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OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Advisor Solutions's UYG Position: Q2 2022 in Review

Focus Partners Advisor Solutions sold out of ProShares Ultra Financials (UYG) in Q2 2022, closing a stake of 3,300 shares — an estimated $208K sold.

Focus Partners Advisor Solutions first reported a position in UYG in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q4 2021. 52 funds tracked by Wall St. Rank hold UYG as of Q2 2022.

  • Focus Partners Advisor Solutions reported no remaining ProShares Ultra Financials position as of Q2 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,300 ProShares Ultra Financials shares in Q2 2022, an estimated $208K.
  • Focus Partners Advisor Solutions first reported a position in ProShares Ultra Financials in Q4 2021 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's ProShares Ultra Financials position peaked at $223K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2022, filed 12 Aug 2022.