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Safeguard Investment Advisory Group’s ProShares Ultra Materials UYM Stock Holding History

Safeguard Investment Advisory Group’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed – – 680
2020
Q4 		$0 Buy
+40
New +$642 ﹤0.01% 792

Other funds holding UYM

Susquehanna International Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Safeguard Investment Advisory Group's UYM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of ProShares Ultra Materials (UYM) in Q1 2021, closing a stake of 40 shares.

Safeguard Investment Advisory Group first reported a position in UYM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 12 funds tracked by Wall St. Rank hold UYM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining ProShares Ultra Materials position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 40 ProShares Ultra Materials shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in ProShares Ultra Materials in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's ProShares Ultra Materials position peaked at $0 in Q4 2020.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.