PWM
UYG icon

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

PRW 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
2019
Q1 		– Sell
-1,080
Closed -$35K – 802
2018
Q4 		$35K Buy
+1,080
New +$41.3K 0.04% 173

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PRW Wealth Management's UYG Position: Q1 2019 in Review

PRW Wealth Management sold out of ProShares Ultra Financials (UYG) in Q1 2019, closing a stake of 1,080 shares — an estimated $35K sold.

PRW Wealth Management first reported a position in UYG in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 57 funds tracked by Wall St. Rank hold UYG as of Q1 2019.

  • PRW Wealth Management reported no remaining ProShares Ultra Financials position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,080 ProShares Ultra Financials shares in Q1 2019, an estimated $35K.
  • PRW Wealth Management first reported a position in ProShares Ultra Financials in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's ProShares Ultra Financials position peaked at $35K in Q4 2018.
  • 57 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.