IFP Advisors’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

IFP Advisors’s Portfolio UST Stock Details UST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-915	Closed	-$51K	–	3406
2018 Q4	$51K	Buy	915 +694	+314%	+$36.7K	﹤0.01%	1613
2018 Q3	$12K	Sell	221 -727	-77%	-$39K	﹤0.01%	2764
2018 Q2	$51K	Buy	948 +411	+77%	+$22K	﹤0.01%	1897
2018 Q1	$31K	Hold	537	–	–	﹤0.01%	2112
2017 Q4	$31K	Sell	537 -302	-36%	-$17.5K	﹤0.01%	2137
2017 Q3	$49K	Sell	839 -148	-15%	-$8.72K	﹤0.01%	2006
2017 Q2	$57K	Buy	+987	New	+$57.7K	﹤0.01%	1888

Other funds holding UST

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's UST Position: Q1 2019 in Review

IFP Advisors sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q1 2019, closing a stake of 915 shares — an estimated $51K sold.

IFP Advisors first reported a position in UST in Q2 2017 and held it in 7 quarters. The position peaked at $57K in Q2 2017. 14 funds tracked by Wall St. Rank hold UST as of Q1 2019.

IFP Advisors reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 915 ProShares Ultra 7-10 Year Treasury shares in Q1 2019, an estimated $51K.
IFP Advisors first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2017 and held it in 7 quarters.
IFP Advisors's ProShares Ultra 7-10 Year Treasury position peaked at $57K in Q2 2017.
14 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.