TRUE Private Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

TRUE Private Wealth Advisors’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 Q4	–	Sell	-470	Closed	-$14K	–	766
2020 Q3	$14K	Hold	470	–	–	﹤0.01%	456
2020 Q2	$13K	Buy	+470	New	+$13.1K	﹤0.01%	456
2019 Q3	–	Sell	-201	Closed	-$9K	–	689
2019 Q2	$9K	Buy	+201	New	+$8.71K	﹤0.01%	571

Other funds holding UYG

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TRUE Private Wealth Advisors's UYG Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2020, closing a stake of 470 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in UYG in Q2 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2020. 49 funds tracked by Wall St. Rank hold UYG as of Q4 2020.

TRUE Private Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q4 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 470 ProShares Ultra Financials shares in Q4 2020, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in ProShares Ultra Financials in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's ProShares Ultra Financials position peaked at $14K in Q3 2020.
49 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.