Snowden Capital Advisors’s ProShares Ultra Financials UYG Stock Holding History

Snowden Capital 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
2023 Q3	–	Sell	-6,000	Closed	-$274K	–	1194
2023 Q2	$274K	Hold	6,000	–	–	0.01%	991
2023 Q1	$253K	Hold	6,000	–	–	0.01%	1004
2022 Q4	$274K	Buy	+6,000	New	+$271K	0.01%	949

Other funds holding UYG

TFA

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

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

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

PFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9WM

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

Snowden Capital Advisors's UYG Position: Q3 2023 in Review

Snowden Capital Advisors sold out of ProShares Ultra Financials (UYG) in Q3 2023, closing a stake of 6,000 shares — an estimated $274K sold.

Snowden Capital Advisors first reported a position in UYG in Q4 2022 and held it in 3 quarters. The position peaked at $274K in Q2 2023. 52 funds tracked by Wall St. Rank hold UYG as of Q3 2023.

Snowden Capital Advisors reported no remaining ProShares Ultra Financials position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 6,000 ProShares Ultra Financials shares in Q3 2023, an estimated $274K.
Snowden Capital Advisors first reported a position in ProShares Ultra Financials in Q4 2022 and held it in 3 quarters.
Snowden Capital Advisors's ProShares Ultra Financials position peaked at $274K in Q2 2023.
52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.