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SeaCrest Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-737
Closed -$32K – 1478
2022
Q2 		$32K Buy
+737
New +$38.4K ﹤0.01% 1306
2019
Q2 		– Sell
-600
Closed -$24K – 1774
2019
Q1 		$24K Hold
600
– – ﹤0.01% 1222
2018
Q4 		$20K Hold
600
– – ﹤0.01% 1243
2018
Q3 		$26K Hold
600
– – ﹤0.01% 1276
2018
Q2 		$24K Hold
600
– – ﹤0.01% 1289
2018
Q1 		$25K Hold
600
– – ﹤0.01% 1244
2017
Q4 		$26K Buy
+600
New +$24.2K ﹤0.01% 1242

Other funds holding UYG

TFA
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PFA
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return