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Raymond James Financial Services Advisors’s ProShares Ultra Financials UYG Stock Holding History

Raymond James Financial Services 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
2023
Q3 		– Sell
-4,580
Closed -$209K – 3356
2023
Q2 		$209K Buy
+4,580
New +$197K ﹤0.01% 2903
2023
Q1 		– Sell
-4,580
Closed -$209K – 3405
2022
Q4 		$209K Buy
+4,580
New +$207K ﹤0.01% 2838
2020
Q1 		– Sell
-6,323
Closed -$339K – 2842
2019
Q4 		$339K Sell
6,323
-1,286
-17% -$63.9K ﹤0.01% 2243
2019
Q3 		$357K Sell
7,609
-2,250
-23% -$103K ﹤0.01% 2133
2019
Q2 		$443K Sell
9,859
-4,308
-30% -$187K ﹤0.01% 2002
2019
Q1 		$567K Sell
14,167
-500
-3% -$19.4K ﹤0.01% 1810
2018
Q4 		$478K Buy
14,667
+1,100
+8% +$42.1K ﹤0.01% 1701
2018
Q3 		$587K Buy
13,567
+2,959
+28% +$130K ﹤0.01% 1797
2018
Q2 		$429K Hold
10,608
– – ﹤0.01% 1976
2018
Q1 		$435K Buy
+10,608
New +$464K ﹤0.01% 1795
2017
Q4 		– Sell
-10,392
Closed -$391K – 2710
2017
Q3 		$391K Hold
10,392
– – ﹤0.01% 1863
2017
Q2 		$360K Sell
10,392
-876
-8% -$28.6K ﹤0.01% 1878
2017
Q1 		$365K Sell
11,268
-750
-6% -$24.4K ﹤0.01% 1771
2016
Q4 		$370K Sell
12,018
-813
-6% -$22.1K ﹤0.01% 1702
2016
Q3 		$311K Sell
12,831
-357
-3% -$8.54K ﹤0.01% 1758
2016
Q2 		$291K Buy
13,188
+366
+3% +$8.19K ﹤0.01% 1739
2016
Q1 		$275K Buy
+12,822
New +$253K ﹤0.01% 1598

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
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

Raymond James Financial Services Advisors's UYG Position: Q3 2023 in Review

Raymond James Financial Services Advisors sold out of ProShares Ultra Financials (UYG) in Q3 2023, closing a stake of 4,580 shares — an estimated $209K sold.

Raymond James Financial Services Advisors first reported a position in UYG in Q1 2016 and held it in 17 quarters. The position peaked at $587K in Q3 2018. 52 funds tracked by Wall St. Rank hold UYG as of Q3 2023.

  • Raymond James Financial Services Advisors reported no remaining ProShares Ultra Financials position as of Q3 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 4,580 ProShares Ultra Financials shares in Q3 2023, an estimated $209K.
  • Raymond James Financial Services Advisors first reported a position in ProShares Ultra Financials in Q1 2016 and held it in 17 quarters.
  • Raymond James Financial Services Advisors's ProShares Ultra Financials position peaked at $587K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.