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Hamilton Wealth’s ProShares Ultra Financials UYG Stock Holding History

Hamilton Wealth’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
Q2 		– Sell
-25,052
Closed -$1.71M – 124
2024
Q1 		$1.71M Buy
+25,052
New +$1.51M 0.53% 40

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Osaic Holdings
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Hamilton Wealth's UYG Position: Q2 2024 in Review

Hamilton Wealth sold out of ProShares Ultra Financials (UYG) in Q2 2024, closing a stake of 25,052 shares — an estimated $1.71M sold.

Hamilton Wealth first reported a position in UYG in Q1 2024 and held it in 1 quarter. The position peaked at $1.71M in Q1 2024. 57 funds tracked by Wall St. Rank hold UYG as of Q2 2024.

  • Hamilton Wealth reported no remaining ProShares Ultra Financials position as of Q2 2024 after selling out during the quarter.
  • Hamilton Wealth sold 25,052 ProShares Ultra Financials shares in Q2 2024, an estimated $1.71M.
  • Hamilton Wealth first reported a position in ProShares Ultra Financials in Q1 2024 and held it in 1 quarter.
  • Hamilton Wealth's ProShares Ultra Financials position peaked at $1.71M in Q1 2024.
  • 57 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2024.

Based on Hamilton Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.