TFG Advisers’s ProShares Ultra Utilities UPW Stock Holding History

TFG Advisers’s Portfolio UPW Stock Details UPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-960	Closed	-$16K	–	426
2019 Q4	$16K	Buy	+960	New	+$16.1K	0.01%	366

Other funds holding UPW

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

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

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

TFG Advisers's UPW Position: Q1 2020 in Review

TFG Advisers sold out of ProShares Ultra Utilities (UPW) in Q1 2020, closing a stake of 960 shares — an estimated $16K sold.

TFG Advisers first reported a position in UPW in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 9 funds tracked by Wall St. Rank hold UPW as of Q1 2020.

TFG Advisers reported no remaining ProShares Ultra Utilities position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 960 ProShares Ultra Utilities shares in Q1 2020, an estimated $16K.
TFG Advisers first reported a position in ProShares Ultra Utilities in Q4 2019 and held it in 1 quarter.
TFG Advisers's ProShares Ultra Utilities position peaked at $16K in Q4 2019.
9 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.