Madison Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Madison Wealth 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 Q4	–	Sell	-6,000	Closed	-$228K	–	169
2022 Q3	$228K	Hold	6,000	–	–	0.06%	149
2022 Q2	$259K	Hold	6,000	–	–	0.06%	142
2022 Q1	$379K	Hold	6,000	–	–	0.08%	123
2021 Q4	$406K	Hold	6,000	–	–	0.08%	119
2021 Q3	$380K	Hold	6,000	–	–	0.08%	120
2021 Q2	$371K	Hold	6,000	–	–	0.08%	120
2021 Q1	$317K	Hold	6,000	–	–	0.08%	128
2020 Q4	$254K	Buy	+6,000	New	+$218K	0.07%	131

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 $241M AUM 34.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

9WM

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Madison Wealth Management's UYG Position: Q4 2022 in Review

Madison Wealth Management sold out of ProShares Ultra Financials (UYG) in Q4 2022, closing a stake of 6,000 shares — an estimated $228K sold.

Madison Wealth Management first reported a position in UYG in Q4 2020 and held it in 8 quarters. The position peaked at $406K in Q4 2021. 56 funds tracked by Wall St. Rank hold UYG as of Q4 2022.

Madison Wealth Management reported no remaining ProShares Ultra Financials position as of Q4 2022 after selling out during the quarter.
Madison Wealth Management sold 6,000 ProShares Ultra Financials shares in Q4 2022, an estimated $228K.
Madison Wealth Management first reported a position in ProShares Ultra Financials in Q4 2020 and held it in 8 quarters.
Madison Wealth Management's ProShares Ultra Financials position peaked at $406K in Q4 2021.
56 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2022.

Based on Madison Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.