RPg Family Wealth Advisory’s ProShares Ultra Financials UYG Stock Holding History

RPg Family Wealth Advisory’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
2022 Q1	–	Sell	-148	Closed	-$10K	–	355
2021 Q4	$10K	Buy	+148	New	+$10.2K	﹤0.01%	277
2020 Q4	$45.7K	Hold	1,081	–	–	0.02%	165
2020 Q3	$33.4K	Hold	1,081	–	–	0.02%	184
2020 Q2	$31.5K	Buy	1,081 +93	+9%	+$2.59K	0.02%	187
2020 Q1	$23.4K	Sell	988 -288	-23%	-$13.1K	0.02%	181
2019 Q4	$68.5K	Sell	1,276 -265	-17%	-$13.2K	0.04%	142
2019 Q3	$72.3K	Buy	1,541 +138	+10%	+$6.32K	0.04%	138
2019 Q2	$63.1K	Sell	1,403 -68	-5%	-$2.94K	0.04%	149
2019 Q1	$58.9K	Buy	+1,471	New	+$57K	0.03%	156
2018 Q1	–	Sell	-261	Closed	-$11.1K	–	287
2017 Q4	$11.1K	Buy	+261	New	+$10.5K	0.01%	260

Other funds holding UYG

TFA

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

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

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

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

9WM

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RPg Family Wealth Advisory's UYG Position: Q1 2022 in Review

RPg Family Wealth Advisory sold out of ProShares Ultra Financials (UYG) in Q1 2022, closing a stake of 148 shares — an estimated $10K sold.

RPg Family Wealth Advisory first reported a position in UYG in Q4 2017 and held it in 10 quarters. The position peaked at $72.3K in Q3 2019. 59 funds tracked by Wall St. Rank hold UYG as of Q1 2022.

RPg Family Wealth Advisory reported no remaining ProShares Ultra Financials position as of Q1 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 148 ProShares Ultra Financials shares in Q1 2022, an estimated $10K.
RPg Family Wealth Advisory first reported a position in ProShares Ultra Financials in Q4 2017 and held it in 10 quarters.
RPg Family Wealth Advisory's ProShares Ultra Financials position peaked at $72.3K in Q3 2019.
59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2022, filed 9 May 2022.