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Raymond James Financial Services Advisors’s ProShares Ultra Industrials UXI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio UXI Stock Details UXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,332
Closed -$250K – 2993
2020
Q2 		$250K Buy
+16,332
New +$220K ﹤0.01% 2352
2020
Q1 		– Sell
-16,332
Closed -$355K – 2841
2019
Q4 		$355K Hold
16,332
– – ﹤0.01% 2214
2019
Q3 		$321K Hold
16,332
– – ﹤0.01% 2203
2019
Q2 		$322K Hold
16,332
– – ﹤0.01% 2228
2019
Q1 		$298K Hold
16,332
– – ﹤0.01% 2245
2018
Q4 		$214K Buy
+16,332
New +$259K ﹤0.01% 2213

Other funds holding UXI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Raymond James Financial Services Advisors's UXI Position: Q3 2020 in Review

Raymond James Financial Services Advisors sold out of ProShares Ultra Industrials (UXI) in Q3 2020, closing a stake of 16,332 shares — an estimated $250K sold.

Raymond James Financial Services Advisors first reported a position in UXI in Q4 2018 and held it in 6 quarters. The position peaked at $355K in Q4 2019. 7 funds tracked by Wall St. Rank hold UXI as of Q3 2020.

  • Raymond James Financial Services Advisors reported no remaining ProShares Ultra Industrials position as of Q3 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 16,332 ProShares Ultra Industrials shares in Q3 2020, an estimated $250K.
  • Raymond James Financial Services Advisors first reported a position in ProShares Ultra Industrials in Q4 2018 and held it in 6 quarters.
  • Raymond James Financial Services Advisors's ProShares Ultra Industrials position peaked at $355K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q3 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.