Prospera Financial Services’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Prospera Financial Services’s Portfolio UST Stock Details UST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-90	Closed	-$7K	–	1531
2020 Q3	$7K	Buy	+90	New	+$6.85K	﹤0.01%	1222
2014 Q3	–	Sell	-23,147	Closed	-$1.25M	–	296
2014 Q2	$1.25M	Buy	+23,147	New	+$1.22M	0.34%	61
2013 Q3	–	Sell	-13,272	Closed	-$692K	–	263
2013 Q2	$692K	Buy	+13,272	New	+$747K	0.32%	78

Other funds holding UST

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prospera Financial Services's UST Position: Q4 2020 in Review

Prospera Financial Services sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2020, closing a stake of 90 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in UST in Q2 2013 and held it in 3 quarters. The position peaked at $1.25M in Q2 2014. 11 funds tracked by Wall St. Rank hold UST as of Q4 2020.

Prospera Financial Services reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2020 after selling out during the quarter.
Prospera Financial Services sold 90 ProShares Ultra 7-10 Year Treasury shares in Q4 2020, an estimated $7K.
Prospera Financial Services first reported a position in ProShares Ultra 7-10 Year Treasury in Q2 2013 and held it in 3 quarters.
Prospera Financial Services's ProShares Ultra 7-10 Year Treasury position peaked at $1.25M in Q2 2014.
11 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.