RPg Family Wealth Advisory’s ProShares Ultra Utilities UPW Stock Holding History

RPg Family Wealth Advisory’s Portfolio UPW Stock Details UPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$40.5K	Hold	2,844	–	–	0.02%	175
2020 Q3	$35.7K	Hold	2,844	–	–	0.02%	180
2020 Q2	$32.7K	Buy	+2,844	New	+$34.1K	0.02%	181

Other funds holding UPW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RPg Family Wealth Advisory's UPW Position: Q4 2020 in Review

RPg Family Wealth Advisory held its ProShares Ultra Utilities (UPW) position steady in Q4 2020 at 2,844 shares worth $40.5K. The position accounts for 0.02% of the portfolio, ranked #175.

RPg Family Wealth Advisory first reported a position in UPW in Q2 2020 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold UPW as of Q4 2020.

RPg Family Wealth Advisory held 2,844 shares of ProShares Ultra Utilities worth $40.5K as of Q4 2020.
RPg Family Wealth Advisory left its ProShares Ultra Utilities share count unchanged in Q4 2020.
ProShares Ultra Utilities made up 0.02% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #175 holding.
RPg Family Wealth Advisory first reported a position in ProShares Ultra Utilities in Q2 2020 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.