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

NEIRG 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
Q1 		– Sell
-3,893
Closed -$264K – 157
2021
Q4 		$264K Buy
+3,893
New +$269K 0.05% 106

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PFA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
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9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
IAN
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NEIRG Wealth Management's UYG Position: Q1 2022 in Review

NEIRG Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2022, closing a stake of 3,893 shares — an estimated $264K sold.

NEIRG Wealth Management first reported a position in UYG in Q4 2021 and held it in 1 quarter. The position peaked at $264K in Q4 2021. 59 funds tracked by Wall St. Rank hold UYG as of Q1 2022.

  • NEIRG Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 3,893 ProShares Ultra Financials shares in Q1 2022, an estimated $264K.
  • NEIRG Wealth Management first reported a position in ProShares Ultra Financials in Q4 2021 and held it in 1 quarter.
  • NEIRG Wealth Management's ProShares Ultra Financials position peaked at $264K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2022.

Based on NEIRG Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.