Glassman Wealth Services’s ProShares Ultra Financials UYG Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-234	Closed	-$12.9K	–	1748
2023 Q4	$12.9K	Hold	234	–	–	﹤0.01%	810
2023 Q3	$10.2K	Buy	+234	New	+$11.1K	﹤0.01%	847
2023 Q1	–	Sell	-234	Closed	-$10.7K	–	1996
2022 Q4	$10.7K	Hold	234	–	–	﹤0.01%	806
2022 Q3	$9K	Hold	234	–	–	﹤0.01%	844
2022 Q2	$10K	Hold	234	–	–	﹤0.01%	825
2022 Q1	$15K	Hold	234	–	–	﹤0.01%	728
2021 Q4	$16K	Hold	234	–	–	﹤0.01%	679
2021 Q3	$15K	Hold	234	–	–	﹤0.01%	661
2021 Q2	$14K	Hold	234	–	–	﹤0.01%	674
2021 Q1	$12K	Hold	234	–	–	﹤0.01%	679
2020 Q4	$10K	Hold	234	–	–	﹤0.01%	728
2020 Q3	$7K	Hold	234	–	–	﹤0.01%	712
2020 Q2	$7K	Hold	234	–	–	﹤0.01%	571
2020 Q1	$6K	Hold	234	–	–	﹤0.01%	507
2019 Q4	$13K	Buy	+234	New	+$11.6K	﹤0.01%	445

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

9WM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Glassman Wealth Services's UYG Position: Q1 2024 in Review

Glassman Wealth Services sold out of ProShares Ultra Financials (UYG) in Q1 2024, closing a stake of 234 shares — an estimated $12.9K sold.

Glassman Wealth Services first reported a position in UYG in Q4 2019 and held it in 15 quarters. The position peaked at $16K in Q4 2021. 56 funds tracked by Wall St. Rank hold UYG as of Q1 2024.

Glassman Wealth Services reported no remaining ProShares Ultra Financials position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 234 ProShares Ultra Financials shares in Q1 2024, an estimated $12.9K.
Glassman Wealth Services first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 15 quarters.
Glassman Wealth Services's ProShares Ultra Financials position peaked at $16K in Q4 2021.
56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.