United Capital Financial Advisors’s ProShares Ultra Materials UYM Stock Holding History

United Capital Financial Advisors’s Portfolio UYM Stock Details UYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-33,912	Closed	-$718K	–	1242
2021 Q3	$718K	Buy	33,912 +5,336	+19%	+$125K	﹤0.01%	762
2021 Q2	$675K	Buy	+28,576	New	+$711K	﹤0.01%	794
2016 Q4	–	Sell	-36,092	Closed	-$402K	–	1330
2016 Q3	$402K	Hold	36,092	–	–	﹤0.01%	1009
2016 Q2	$370K	Hold	36,092	–	–	﹤0.01%	985
2016 Q1	$346K	Hold	36,092	–	–	﹤0.01%	972
2015 Q4	$326K	Buy	+36,092	New	+$339K	﹤0.01%	994
2015 Q1	–	Sell	-62,248	Closed	-$775K	–	1281
2014 Q4	$775K	Sell	62,248 -19,208	-24%	-$242K	0.01%	706
2014 Q3	$1.11M	Buy	+81,456	New	+$1.14M	0.02%	585

Other funds holding UYM

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's UYM Position: Q4 2021 in Review

United Capital Financial Advisors sold out of ProShares Ultra Materials (UYM) in Q4 2021, closing a stake of 33,912 shares — an estimated $718K sold.

United Capital Financial Advisors first reported a position in UYM in Q3 2014 and held it in 8 quarters. The position peaked at $1.11M in Q3 2014. 14 funds tracked by Wall St. Rank hold UYM as of Q4 2021.

United Capital Financial Advisors reported no remaining ProShares Ultra Materials position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 33,912 ProShares Ultra Materials shares in Q4 2021, an estimated $718K.
United Capital Financial Advisors first reported a position in ProShares Ultra Materials in Q3 2014 and held it in 8 quarters.
United Capital Financial Advisors's ProShares Ultra Materials position peaked at $1.11M in Q3 2014.
14 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.