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Founders Financial Alliance’s ProShares Ultra Financials UYG Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-4,729
Closed -$204K – 546
2022
Q2 		$204K Buy
+4,729
New +$246K 0.1% 202

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Founders Financial Alliance's UYG Position: Q3 2022 in Review

Founders Financial Alliance sold out of ProShares Ultra Financials (UYG) in Q3 2022, closing a stake of 4,729 shares — an estimated $204K sold.

Founders Financial Alliance first reported a position in UYG in Q2 2022 and held it in 1 quarter. The position peaked at $204K in Q2 2022. 48 funds tracked by Wall St. Rank hold UYG as of Q3 2022.

  • Founders Financial Alliance reported no remaining ProShares Ultra Financials position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 4,729 ProShares Ultra Financials shares in Q3 2022, an estimated $204K.
  • Founders Financial Alliance first reported a position in ProShares Ultra Financials in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's ProShares Ultra Financials position peaked at $204K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.