Kings Point Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Kings Point 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
2022 Q1	$84K	Hold	1,324	–	–	0.01%	300
2021 Q4	$90K	Buy	1,324 +200	+18%	+$13.8K	0.01%	314
2021 Q3	$71K	Hold	1,124	–	–	0.01%	317
2021 Q2	$69K	Hold	1,124	–	–	0.01%	320
2021 Q1	$59K	Hold	1,124	–	–	0.01%	326
2020 Q4	$48K	Sell	1,124 -72	-6%	-$2.62K	0.01%	319
2020 Q3	$37K	Sell	1,196 -535	-31%	-$16.8K	﹤0.01%	338
2020 Q2	$50K	Hold	1,731	–	–	0.01%	280
2020 Q1	$41K	Hold	1,731	–	–	0.01%	299
2019 Q4	$93K	Hold	1,731	–	–	0.01%	243
2019 Q3	$81K	Sell	1,731 -1	-0.1%	-$46	0.01%	240
2019 Q2	$78K	Hold	1,732	–	–	0.01%	213
2019 Q1	$69K	Buy	1,732 +1	+0.1%	+$39	0.01%	204
2018 Q4	$56K	Buy	1,731 +90	+5%	+$3.45K	0.01%	213
2018 Q3	$71K	Hold	1,641	–	–	0.01%	209
2018 Q2	$66K	Buy	1,641 +561	+52%	+$23.3K	0.01%	213
2018 Q1	$44K	Sell	1,080 -600	-36%	-$26.3K	0.01%	248
2017 Q4	$72K	Buy	1,680 +351	+26%	+$14.1K	0.02%	201
2017 Q3	$50K	Hold	1,329	–	–	0.01%	223
2017 Q2	$46K	Hold	1,329	–	–	0.01%	220
2017 Q1	$43K	Buy	1,329 +675	+103%	+$22K	0.01%	233
2016 Q4	$20K	Hold	654	–	–	﹤0.01%	266
2016 Q3	$16K	Hold	654	–	–	﹤0.01%	275
2016 Q2	$14K	Buy	654 +54	+9%	+$1.21K	﹤0.01%	295
2016 Q1	$13K	Hold	600	–	–	﹤0.01%	305
2015 Q4	$14K	Hold	600	–	–	﹤0.01%	328
2015 Q3	$13K	Hold	600	–	–	﹤0.01%	346
2015 Q2	$15K	Hold	600	–	–	﹤0.01%	323
2015 Q1	$15K	Hold	600	–	–	﹤0.01%	329
2014 Q4	$15K	Hold	600	–	–	﹤0.01%	313
2014 Q3	$13K	Hold	600	–	–	﹤0.01%	295
2014 Q2	$13K	Hold	600	–	–	﹤0.01%	307
2014 Q1	$12K	Hold	600	–	–	﹤0.01%	258
2013 Q4	$12K	Buy	+600	New	+$10.8K	﹤0.01%	247

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 $199M AUM 19.26% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

9WM

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kings Point Capital Management's UYG Position: Q1 2022 in Review

Kings Point Capital Management held its ProShares Ultra Financials (UYG) position steady in Q1 2022 at 1,324 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #300.

Kings Point Capital Management first reported a position in UYG in Q4 2013 and has held it in 34 quarters since. The position peaked at $93K in Q4 2019. 59 funds tracked by Wall St. Rank hold UYG as of Q1 2022.

Kings Point Capital Management held 1,324 shares of ProShares Ultra Financials worth $84K as of Q1 2022.
Kings Point Capital Management left its ProShares Ultra Financials share count unchanged in Q1 2022.
ProShares Ultra Financials made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #300 holding.
Kings Point Capital Management first reported a position in ProShares Ultra Financials in Q4 2013 and has held it in 34 quarters since.
Kings Point Capital Management's ProShares Ultra Financials position peaked at $93K in Q4 2019.
59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.