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Simplicity Solutions’s ProShares Ultra Financials UYG Stock Holding History

Simplicity Solutions’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
2023
Q2 		– Sell
-6,060
Closed -$256K – 1226
2023
Q1 		$256K Buy
+6,060
New +$291K 0.01% 913

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Simplicity Solutions's UYG Position: Q2 2023 in Review

Simplicity Solutions sold out of ProShares Ultra Financials (UYG) in Q2 2023, closing a stake of 6,060 shares — an estimated $256K sold.

Simplicity Solutions first reported a position in UYG in Q1 2023 and held it in 1 quarter. The position peaked at $256K in Q1 2023. 50 funds tracked by Wall St. Rank hold UYG as of Q2 2023.

  • Simplicity Solutions reported no remaining ProShares Ultra Financials position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 6,060 ProShares Ultra Financials shares in Q2 2023, an estimated $256K.
  • Simplicity Solutions first reported a position in ProShares Ultra Financials in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's ProShares Ultra Financials position peaked at $256K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.