LFG
UGE icon

Larson Financial Group’s ProShares Ultra Consumer Staples UGE Stock Holding History

Larson Financial Group’s Portfolio UGE Stock Details UGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,015
Closed -$81.7K – 2912
2024
Q3 		$81.7K Buy
+4,015
New +$76.7K ﹤0.01% 778

Other funds holding UGE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's UGE Position: Q4 2024 in Review

Larson Financial Group sold out of ProShares Ultra Consumer Staples (UGE) in Q4 2024, closing a stake of 4,015 shares — an estimated $81.7K sold.

Larson Financial Group first reported a position in UGE in Q3 2024 and held it in 1 quarter. The position peaked at $81.7K in Q3 2024. 5 funds tracked by Wall St. Rank hold UGE as of Q4 2024.

  • Larson Financial Group reported no remaining ProShares Ultra Consumer Staples position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 4,015 ProShares Ultra Consumer Staples shares in Q4 2024, an estimated $81.7K.
  • Larson Financial Group first reported a position in ProShares Ultra Consumer Staples in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's ProShares Ultra Consumer Staples position peaked at $81.7K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held ProShares Ultra Consumer Staples as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.