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IFP Advisors’s ProShares Ultra Materials UYM Stock Holding History

IFP Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,040
Closed -$145K – 4854
2022
Q3 		$145K Hold
2,040
– – ﹤0.01% 1613
2022
Q2 		$145K Sell
2,040
-6,120
-75% -$156K ﹤0.01% 1473
2022
Q1 		$145K Buy
+8,160
New +$211K ﹤0.01% 1473
2017
Q3 		– Sell
-800
Closed -$11K – 4220
2017
Q2 		$11K Sell
800
-14,060
-95% -$196K ﹤0.01% 2965
2017
Q1 		$209K Buy
14,860
+4
+0% +$54 0.01% 1095
2016
Q4 		$182K Buy
14,856
+8
+0.1% +$93 0.01% 1105
2016
Q3 		$165K Buy
14,848
+4
+0% +$45 0.01% 1099
2016
Q2 		$152K Buy
+14,844
New +$154K 0.01% 1111
2016
Q1 		– Sell
-34,032
Closed -$308K – 3422
2015
Q4 		$308K Buy
+34,032
New +$320K 0.02% 653

Other funds holding UYM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's UYM Position: Q4 2022 in Review

IFP Advisors sold out of ProShares Ultra Materials (UYM) in Q4 2022, closing a stake of 2,040 shares — an estimated $145K sold.

IFP Advisors first reported a position in UYM in Q4 2015 and held it in 9 quarters. The position peaked at $308K in Q4 2015. 8 funds tracked by Wall St. Rank hold UYM as of Q4 2022.

  • IFP Advisors reported no remaining ProShares Ultra Materials position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 2,040 ProShares Ultra Materials shares in Q4 2022, an estimated $145K.
  • IFP Advisors first reported a position in ProShares Ultra Materials in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's ProShares Ultra Materials position peaked at $308K in Q4 2015.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.