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

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $854M AUM 21.01% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SeaCrest Wealth Management's UYG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of ProShares Ultra Financials (UYG) in Q3 2022, closing a stake of 737 shares — an estimated $32K sold.

SeaCrest Wealth Management first reported a position in UYG in Q4 2017 and held it in 7 quarters. The position peaked at $32K in Q2 2022. 48 funds tracked by Wall St. Rank hold UYG as of Q3 2022.

SeaCrest Wealth Management reported no remaining ProShares Ultra Financials position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 737 ProShares Ultra Financials shares in Q3 2022, an estimated $32K.
SeaCrest Wealth Management first reported a position in ProShares Ultra Financials in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's ProShares Ultra Financials position peaked at $32K in Q2 2022.
48 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.