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Tevis Investment Management’s ProShares Ultra Financials UYG Stock Holding History

Tevis Investment Management’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
2022
Q3 		– Sell
-150
Closed -$6K – 475
2022
Q2 		$6K Hold
150
– – 0.01% 415
2022
Q1 		$9K Hold
150
– – 0.01% 400
2021
Q4 		$10K Buy
+150
New +$10.4K 0.01% 434

Other funds holding UYG

TFA
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PFA
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HighTower Advisors
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
9WM
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DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return