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Prelude Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Prelude Capital 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
2020
Q4 		– Sell
-535
Closed -$17K – 2030
2020
Q3 		$17K Buy
+535
New +$16.8K ﹤0.01% 1365

Other funds holding UYG

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $149B AUM 62.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prelude Capital Management's UYG Position: Q4 2020 in Review

Prelude Capital Management sold out of ProShares Ultra Financials (UYG) in Q4 2020, closing a stake of 535 shares — an estimated $17K sold.

Prelude Capital Management first reported a position in UYG in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 49 funds tracked by Wall St. Rank hold UYG as of Q4 2020.

  • Prelude Capital Management reported no remaining ProShares Ultra Financials position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 535 ProShares Ultra Financials shares in Q4 2020, an estimated $17K.
  • Prelude Capital Management first reported a position in ProShares Ultra Financials in Q3 2020 and held it in 1 quarter.
  • Prelude Capital Management's ProShares Ultra Financials position peaked at $17K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.