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FormulaFolio Investments’s ProShares Ultra Materials UYM Stock Holding History

FormulaFolio Investments’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-43,820
Closed -$796K – 795
2020
Q4 		$796K Buy
+43,820
New +$704K 0.02% 363

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

FormulaFolio Investments's UYM Position: Q1 2021 in Review

FormulaFolio Investments sold out of ProShares Ultra Materials (UYM) in Q1 2021, closing a stake of 43,820 shares — an estimated $796K sold.

FormulaFolio Investments first reported a position in UYM in Q4 2020 and held it in 1 quarter. The position peaked at $796K in Q4 2020. 12 funds tracked by Wall St. Rank hold UYM as of Q1 2021.

  • FormulaFolio Investments reported no remaining ProShares Ultra Materials position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 43,820 ProShares Ultra Materials shares in Q1 2021, an estimated $796K.
  • FormulaFolio Investments first reported a position in ProShares Ultra Materials in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's ProShares Ultra Materials position peaked at $796K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.