Truvestments Capital’s ProShares Ultra Financials UYG Stock Holding History

Truvestments Capital’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 Q3	$25K	Buy	+570	New	+$25.1K	0.01%	481

Other funds holding UYG

TFA

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

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $135M AUM 37.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truvestments Capital's UYG Position: Q3 2018 in Review

Truvestments Capital opened a new position in ProShares Ultra Financials (UYG) in Q3 2018: 570 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

67 funds tracked by Wall St. Rank hold UYG as of Q3 2018.

Truvestments Capital held 570 shares of ProShares Ultra Financials worth $25K as of Q3 2018.
ProShares Ultra Financials was a new Truvestments Capital position in Q3 2018.
ProShares Ultra Financials made up 0.01% of Truvestments Capital's portfolio in Q3 2018, its #481 holding.
67 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.