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SteelPeak Wealth’s ProShares Ultra Financials UYG Stock Holding History

SteelPeak Wealth’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
-4,295
Closed -$230K – 306
2019
Q4 		$230K Buy
+4,295
New +$214K 0.03% 221

Other funds holding UYG

Citadel Advisors
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Truist Financial
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

SteelPeak Wealth's UYG Position: Q1 2020 in Review

SteelPeak Wealth sold out of ProShares Ultra Financials (UYG) in Q1 2020, closing a stake of 4,295 shares — an estimated $230K sold.

SteelPeak Wealth first reported a position in UYG in Q4 2019 and held it in 1 quarter. The position peaked at $230K in Q4 2019. 40 funds tracked by Wall St. Rank hold UYG as of Q1 2020.

  • SteelPeak Wealth reported no remaining ProShares Ultra Financials position as of Q1 2020 after selling out during the quarter.
  • SteelPeak Wealth sold 4,295 ProShares Ultra Financials shares in Q1 2020, an estimated $230K.
  • SteelPeak Wealth first reported a position in ProShares Ultra Financials in Q4 2019 and held it in 1 quarter.
  • SteelPeak Wealth's ProShares Ultra Financials position peaked at $230K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.