IFP Advisors’s ProShares Ultra Financials UYG Stock Holding History

IFP Advisors’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	-7,491	Closed	-$313K	–	4400
2022 Q4	$313K	Sell	7,491 -4,820	-39%	-$218K	0.01%	1124
2022 Q3	$514K	Hold	12,311	–	–	0.01%	920
2022 Q2	$514K	Hold	12,311	–	–	0.02%	837
2022 Q1	$514K	Buy	+12,311	New	+$791K	0.02%	837
2019 Q1	–	Sell	-313	Closed	-$10K	–	3413
2018 Q4	$10K	Buy	313 +1	+0.3%	+$38	﹤0.01%	2528
2018 Q3	$14K	Hold	312	–	–	﹤0.01%	2670
2018 Q2	$13K	Buy	312 +3	+1%	+$125	﹤0.01%	2749
2018 Q1	$13K	Hold	309	–	–	﹤0.01%	2642
2017 Q4	$13K	Hold	309	–	–	﹤0.01%	2679
2017 Q3	$12K	Sell	309 -906	-75%	-$32.2K	﹤0.01%	2934
2017 Q2	$42K	Sell	1,215 -20,487	-94%	-$669K	﹤0.01%	2093
2017 Q1	$703K	Buy	21,702 +9	+0%	+$293	0.03%	539
2016 Q4	$668K	Sell	21,693 -2,124	-9%	-$57.8K	0.03%	513
2016 Q3	$577K	Buy	23,817 +21	+0.1%	+$503	0.03%	509
2016 Q2	$525K	Buy	+23,796	New	+$533K	0.03%	529
2016 Q1	–	Sell	-25,956	Closed	-$614K	–	3421
2015 Q4	$614K	Buy	+25,956	New	+$623K	0.04%	438

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 $241M AUM 34.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

IFP Advisors's UYG Position: Q1 2023 in Review

IFP Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2023, closing a stake of 7,491 shares — an estimated $313K sold.

IFP Advisors first reported a position in UYG in Q4 2015 and held it in 16 quarters. The position peaked at $703K in Q1 2017. 47 funds tracked by Wall St. Rank hold UYG as of Q1 2023.

IFP Advisors reported no remaining ProShares Ultra Financials position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 7,491 ProShares Ultra Financials shares in Q1 2023, an estimated $313K.
IFP Advisors first reported a position in ProShares Ultra Financials in Q4 2015 and held it in 16 quarters.
IFP Advisors's ProShares Ultra Financials position peaked at $703K in Q1 2017.
47 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.