Ranch Capital Advisors’s ProShares Ultra Financials UYG Stock Holding History

Ranch Capital Advisors’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 Q2	–	Sell	-20	Closed	–	–	987
2020 Q1	$0	Hold	20	–	–	﹤0.01%	941
2019 Q4	$1K	Buy	+20	New	+$994	﹤0.01%	904

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

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

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Ranch Capital Advisors's UYG Position: Q2 2020 in Review

Ranch Capital Advisors sold out of ProShares Ultra Financials (UYG) in Q2 2020, closing a stake of 20 shares.

Ranch Capital Advisors first reported a position in UYG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 43 funds tracked by Wall St. Rank hold UYG as of Q2 2020.

Ranch Capital Advisors reported no remaining ProShares Ultra Financials position as of Q2 2020 after selling out during the quarter.
Ranch Capital Advisors sold 20 ProShares Ultra Financials shares in Q2 2020.
Ranch Capital Advisors first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 2 quarters.
Ranch Capital Advisors's ProShares Ultra Financials position peaked at $1K in Q4 2019.
43 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2020.

Based on Ranch Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.