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Money Concepts Capital’s ProShares Ultra Financials UYG Stock Holding History

Money Concepts Capital’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
2021
Q1 		– Sell
-444
Closed -$19K – 768
2020
Q4 		$19K Buy
+444
New +$16.1K ﹤0.01% 576

Other funds holding UYG

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Money Concepts Capital's UYG Position: Q1 2021 in Review

Money Concepts Capital sold out of ProShares Ultra Financials (UYG) in Q1 2021, closing a stake of 444 shares — an estimated $19K sold.

Money Concepts Capital first reported a position in UYG in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 51 funds tracked by Wall St. Rank hold UYG as of Q1 2021.

  • Money Concepts Capital reported no remaining ProShares Ultra Financials position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 444 ProShares Ultra Financials shares in Q1 2021, an estimated $19K.
  • Money Concepts Capital first reported a position in ProShares Ultra Financials in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's ProShares Ultra Financials position peaked at $19K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.