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Lee Financial’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Lee Financial’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,764
Closed -$223K – 1005
2022
Q1 		$223K Sell
3,764
-5,865
-61% -$372K 0.04% 139
2021
Q4 		$652K Sell
9,629
-225
-2% -$15.3K 0.12% 87
2021
Q3 		$671K Hold
9,854
– – 0.14% 80
2021
Q2 		$674K Buy
9,854
+1,400
+17% +$94K 0.14% 78
2021
Q1 		$552K Buy
+8,454
New +$588K 0.13% 84

Other funds holding UST

ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lee Financial's UST Position: Q2 2022 in Review

Lee Financial sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q2 2022, closing a stake of 3,764 shares — an estimated $223K sold.

Lee Financial first reported a position in UST in Q1 2021 and held it in 5 quarters. The position peaked at $674K in Q2 2021. 4 funds tracked by Wall St. Rank hold UST as of Q2 2022.

  • Lee Financial reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q2 2022 after selling out during the quarter.
  • Lee Financial sold 3,764 ProShares Ultra 7-10 Year Treasury shares in Q2 2022, an estimated $223K.
  • Lee Financial first reported a position in ProShares Ultra 7-10 Year Treasury in Q1 2021 and held it in 5 quarters.
  • Lee Financial's ProShares Ultra 7-10 Year Treasury position peaked at $674K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.