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

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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