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

Founders Financial Securities’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
2023 Q1	–	Sell	-4,735	Closed	-$216K	–	341
2022 Q4	$216K	Sell	4,735 -2,665	-36%	-$121K	0.03%	296
2022 Q3	$281K	Buy	7,400 +2,671	+56%	+$125K	0.05%	237
2022 Q2	$204K	Buy	4,729 +3	+0.1%	+$156	0.04%	245
2022 Q1	$298K	Sell	4,726 -317	-6%	-$20.4K	0.05%	218
2021 Q4	$341K	Hold	5,043	–	–	0.06%	202
2021 Q3	$320K	Buy	5,043 +1	+0%	+$64	0.06%	208
2021 Q2	$312K	Buy	5,042 +662	+15%	+$40.2K	0.06%	225
2021 Q1	$231K	Buy	+4,380	New	+$209K	0.05%	234

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Founders Financial Securities's UYG Position: Q1 2023 in Review

Founders Financial Securities sold out of ProShares Ultra Financials (UYG) in Q1 2023, closing a stake of 4,735 shares — an estimated $216K sold.

Founders Financial Securities first reported a position in UYG in Q1 2021 and held it in 8 quarters. The position peaked at $341K in Q4 2021. 47 funds tracked by Wall St. Rank hold UYG as of Q1 2023.

Founders Financial Securities reported no remaining ProShares Ultra Financials position as of Q1 2023 after selling out during the quarter.
Founders Financial Securities sold 4,735 ProShares Ultra Financials shares in Q1 2023, an estimated $216K.
Founders Financial Securities first reported a position in ProShares Ultra Financials in Q1 2021 and held it in 8 quarters.
Founders Financial Securities's ProShares Ultra Financials position peaked at $341K in Q4 2021.
47 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.