Level Four Advisory Services’s ProShares Ultra Financials UYG Stock Holding History

Level Four Advisory 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
2020 Q1	–	Sell	-1,870	Closed	-$876K	–	578
2019 Q4	$876K	Buy	+1,870	New	+$93K	0.03%	298

Other funds holding UYG

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFA

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

9WM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Level Four Advisory Services's UYG Position: Q1 2020 in Review

Level Four Advisory Services sold out of ProShares Ultra Financials (UYG) in Q1 2020, closing a stake of 1,870 shares — an estimated $876K sold.

Level Four Advisory Services first reported a position in UYG in Q4 2019 and held it in 1 quarter. The position peaked at $876K in Q4 2019. 40 funds tracked by Wall St. Rank hold UYG as of Q1 2020.

Level Four Advisory Services reported no remaining ProShares Ultra Financials position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 1,870 ProShares Ultra Financials shares in Q1 2020, an estimated $876K.
Level Four Advisory Services first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 1 quarter.
Level Four Advisory Services's ProShares Ultra Financials position peaked at $876K in Q4 2019.
40 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.