Sanders Morris Harris’s ProShares Ultra Financials UYG Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-4,076	Closed	-$257K	–	309
2022 Q1	$257K	Hold	4,076	–	–	0.05%	241
2021 Q4	$276K	Hold	4,076	–	–	0.05%	244
2021 Q3	$258K	Hold	4,076	–	–	0.05%	251
2021 Q2	$252K	Buy	4,076 +76	+2%	+$4.62K	0.05%	260
2021 Q1	$211K	Buy	+4,000	New	+$191K	0.04%	264
2020 Q1	–	Sell	-9,000	Closed	-$360K	–	272
2019 Q4	$360K	Buy	9,000 +1,000	+13%	+$49.7K	0.08%	195
2019 Q3	$375K	Sell	8,000 -1,000	-11%	-$45.8K	0.09%	174
2019 Q2	$405K	Hold	9,000	–	–	0.11%	176
2019 Q1	$360K	Hold	9,000	–	–	0.18%	76
2018 Q4	$294K	Sell	9,000 -6,000	-40%	-$230K	0.16%	83
2018 Q3	$649K	Hold	15,000	–	–	0.3%	53
2018 Q2	$606K	Hold	15,000	–	–	0.28%	56
2018 Q1	$616K	Hold	15,000	–	–	0.26%	65
2017 Q4	$640K	Sell	15,000 -4,560	-23%	-$184K	0.27%	52
2017 Q3	$736K	Hold	19,560	–	–	0.31%	61
2017 Q2	$678K	Hold	19,560	–	–	0.28%	53
2017 Q1	$634K	Hold	19,560	–	–	0.23%	71
2016 Q4	$603K	Buy	+19,560	New	+$533K	0.28%	52

Other funds holding UYG

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

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

HighTower Advisors

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

Susquehanna International Group

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

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

Citadel Advisors

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

Truist Financial

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

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

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return