Kelly Financial Services’s ProShares Ultra Financials UYG Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-360	Closed	-$23K	–	724
2024 Q2	$23K	Hold	360	–	–	0.01%	311
2024 Q1	$24.6K	Hold	360	–	–	0.01%	303
2023 Q4	$19.9K	Hold	360	–	–	0.01%	307
2023 Q3	$15.7K	Hold	360	–	–	0.01%	305
2023 Q2	$16.4K	Hold	360	–	–	0.01%	300
2023 Q1	$15.2K	Hold	360	–	–	0.01%	300
2022 Q4	$16.4K	Hold	360	–	–	0.01%	283
2022 Q3	$13.7K	Hold	360	–	–	0.01%	290
2022 Q2	$15.5K	Hold	360	–	–	0.01%	278
2022 Q1	$22.7K	Hold	360	–	–	0.01%	259
2021 Q4	$24.4K	Hold	360	–	–	0.01%	247
2021 Q3	$22.8K	Sell	360 -21,884	-98%	-$1.41M	0.01%	243
2021 Q2	$360K	Buy	22,244 +21,884	+6,079%	+$1.33M	0.01%	226
2021 Q1	$19K	Hold	360	–	–	0.01%	226
2020 Q4	$15.2K	Hold	360	–	–	0.01%	220
2020 Q3	$11.1K	Hold	360	–	–	0.01%	245
2020 Q2	$10.5K	Hold	360	–	–	0.01%	239
2020 Q1	$8.54K	Hold	360	–	–	0.01%	232
2019 Q4	$19.3K	Hold	360	–	–	0.01%	165
2019 Q3	$16.9K	Hold	360	–	–	0.02%	167
2019 Q2	$16.2K	Hold	360	–	–	0.01%	172
2019 Q1	$14.4K	Buy	+360	New	+$14K	0.02%	182

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

9WM

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

Kelly Financial Services's UYG Position: Q3 2024 in Review

Kelly Financial Services sold out of ProShares Ultra Financials (UYG) in Q3 2024, closing a stake of 360 shares — an estimated $23K sold.

Kelly Financial Services first reported a position in UYG in Q1 2019 and held it in 22 quarters. The position peaked at $360K in Q2 2021. 64 funds tracked by Wall St. Rank hold UYG as of Q3 2024.

Kelly Financial Services reported no remaining ProShares Ultra Financials position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 360 ProShares Ultra Financials shares in Q3 2024, an estimated $23K.
Kelly Financial Services first reported a position in ProShares Ultra Financials in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's ProShares Ultra Financials position peaked at $360K in Q2 2021.
64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.