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Highlander Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Highlander Capital Management’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 		$109K Sell
1,600
-250
-14% -$15K 0.04% 279
2023
Q4 		$102K Hold
1,850
– – 0.04% 294
2023
Q3 		$81K Buy
+1,850
New +$87.4K 0.03% 307

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Highlander Capital Management's UYG Position: Q1 2024 in Review

Highlander Capital Management reduced its ProShares Ultra Financials (UYG) stake by 14% in Q1 2024, selling an estimated $15K and leaving 1,600 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #279.

Highlander Capital Management first reported a position in UYG in Q3 2023 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold UYG as of Q1 2024.

  • Highlander Capital Management held 1,600 shares of ProShares Ultra Financials worth $109K as of Q1 2024.
  • Highlander Capital Management sold 250 ProShares Ultra Financials shares in Q1 2024, an estimated $15K.
  • ProShares Ultra Financials made up 0.04% of Highlander Capital Management's portfolio in Q1 2024, its #279 holding.
  • Highlander Capital Management first reported a position in ProShares Ultra Financials in Q3 2023 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.