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Gradient Investments’s ProShares Ultra Financials UYG Stock Holding History

Gradient Investments’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
-30
Closed -$1.37K – 1644
2022
Q4 		$1.37K Buy
+30
New +$1.36K ﹤0.01% 1144

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 $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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
9WM
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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Gradient Investments's UYG Position: Q1 2023 in Review

Gradient Investments sold out of ProShares Ultra Financials (UYG) in Q1 2023, closing a stake of 30 shares — an estimated $1.37K sold.

Gradient Investments first reported a position in UYG in Q4 2022 and held it in 1 quarter. The position peaked at $1.37K in Q4 2022. 47 funds tracked by Wall St. Rank hold UYG as of Q1 2023.

  • Gradient Investments reported no remaining ProShares Ultra Financials position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 30 ProShares Ultra Financials shares in Q1 2023, an estimated $1.37K.
  • Gradient Investments first reported a position in ProShares Ultra Financials in Q4 2022 and held it in 1 quarter.
  • Gradient Investments's ProShares Ultra Financials position peaked at $1.37K in Q4 2022.
  • 47 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.