Sheaff Brock Investment Advisors’s ProShares Ultra Financials UYG Stock Holding History

Sheaff Brock Investment Advisors’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
2020 Q1	–	Sell	-12,000	Closed	-$644K	–	496
2019 Q4	$644K	Hold	12,000	–	–	0.06%	209
2019 Q3	$563K	Hold	12,000	–	–	0.06%	224
2019 Q2	$539K	Hold	12,000	–	–	0.06%	229
2019 Q1	$481K	Hold	12,000	–	–	0.06%	250
2018 Q4	$391K	Hold	12,000	–	–	0.06%	268
2018 Q3	$519K	Hold	12,000	–	–	0.05%	261
2018 Q2	$485K	Hold	12,000	–	–	0.05%	264
2018 Q1	$493K	Hold	12,000	–	–	0.05%	259
2017 Q4	$512K	Hold	12,000	–	–	0.07%	250
2017 Q3	$451K	Hold	12,000	–	–	0.06%	274
2017 Q2	$416K	Hold	12,000	–	–	0.05%	309
2017 Q1	$389K	Hold	12,000	–	–	0.05%	327
2016 Q4	$370K	Buy	+12,000	New	+$327K	0.05%	342

Other funds holding UYG

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

TFA

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

9WM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's UYG Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2020, closing a stake of 12,000 shares — an estimated $644K sold.

Sheaff Brock Investment Advisors first reported a position in UYG in Q4 2016 and held it in 13 quarters. The position peaked at $644K in Q4 2019. 40 funds tracked by Wall St. Rank hold UYG as of Q1 2020.

Sheaff Brock Investment Advisors reported no remaining ProShares Ultra Financials position as of Q1 2020 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,000 ProShares Ultra Financials shares in Q1 2020, an estimated $644K.
Sheaff Brock Investment Advisors first reported a position in ProShares Ultra Financials in Q4 2016 and held it in 13 quarters.
Sheaff Brock Investment Advisors's ProShares Ultra Financials position peaked at $644K in Q4 2019.
40 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.