Steward Partners Investment Advisory’s ProShares Ultra Financials UYG Stock Holding History

Steward Partners Investment Advisory’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
2021 Q2	–	Sell	-900	Closed	-$47.5K	–	7417
2021 Q1	$47.5K	Buy	+900	New	+$42.9K	﹤0.01%	2013

Other funds holding UYG

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

TFA

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $713M AUM 18.57% 1-Year Est. Return

Steward Partners Investment Advisory's UYG Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of ProShares Ultra Financials (UYG) in Q2 2021, closing a stake of 900 shares — an estimated $47.5K sold.

Steward Partners Investment Advisory first reported a position in UYG in Q1 2021 and held it in 1 quarter. The position peaked at $47.5K in Q1 2021. 55 funds tracked by Wall St. Rank hold UYG as of Q2 2021.

Steward Partners Investment Advisory reported no remaining ProShares Ultra Financials position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 900 ProShares Ultra Financials shares in Q2 2021, an estimated $47.5K.
Steward Partners Investment Advisory first reported a position in ProShares Ultra Financials in Q1 2021 and held it in 1 quarter.
Steward Partners Investment Advisory's ProShares Ultra Financials position peaked at $47.5K in Q1 2021.
55 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.