SWP
UYG icon

Stratos Wealth Partners’s ProShares Ultra Financials UYG Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-3,723
Closed -$161K – 2428
2018
Q3 		$161K Sell
3,723
-1,554
-29% -$68.3K 0.01% 932
2018
Q2 		$213K Buy
5,277
+1,779
+51% +$74K 0.01% 876
2018
Q1 		$144K Buy
3,498
+270
+8% +$11.8K 0.01% 1021
2017
Q4 		$138K Buy
+3,228
New +$130K 0.01% 1025

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's UYG Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ProShares Ultra Financials (UYG) in Q4 2018, closing a stake of 3,723 shares — an estimated $161K sold.

Stratos Wealth Partners first reported a position in UYG in Q4 2017 and held it in 4 quarters. The position peaked at $213K in Q2 2018. 64 funds tracked by Wall St. Rank hold UYG as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ProShares Ultra Financials position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,723 ProShares Ultra Financials shares in Q4 2018, an estimated $161K.
  • Stratos Wealth Partners first reported a position in ProShares Ultra Financials in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's ProShares Ultra Financials position peaked at $213K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.