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Glassman Wealth Services’s ProShares Ultra Materials UYM Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-400
Closed -$8K – 1929
2021
Q3 		$8K Hold
400
– – ﹤0.01% 836
2021
Q2 		$9K Hold
400
– – ﹤0.01% 786
2021
Q1 		$9K Buy
+400
New +$8K ﹤0.01% 748

Other funds holding UYM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glassman Wealth Services's UYM Position: Q4 2021 in Review

Glassman Wealth Services sold out of ProShares Ultra Materials (UYM) in Q4 2021, closing a stake of 400 shares — an estimated $8K sold.

Glassman Wealth Services first reported a position in UYM in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 14 funds tracked by Wall St. Rank hold UYM as of Q4 2021.

  • Glassman Wealth Services reported no remaining ProShares Ultra Materials position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 400 ProShares Ultra Materials shares in Q4 2021, an estimated $8K.
  • Glassman Wealth Services first reported a position in ProShares Ultra Materials in Q1 2021 and held it in 3 quarters.
  • Glassman Wealth Services's ProShares Ultra Materials position peaked at $9K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.