Wealthcare Advisory Partners’s ProShares Ultra Financials UYG Stock Holding History

Wealthcare Advisory Partners’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
2021 Q4	–	Sell	-3,300	Closed	-$209K	–	615
2021 Q3	$209K	Hold	3,300	–	–	0.01%	508
2021 Q2	$204K	Hold	3,300	–	–	0.01%	521
2021 Q1	$174K	Buy	+3,300	New	+$157K	0.01%	513
2017 Q2	–	Sell	-300	Closed	-$10K	–	140
2017 Q1	$10K	Buy	+300	New	+$9.76K	0.01%	78

Other funds holding UYG

TFA

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9WM

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BRC

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

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Wealthcare Advisory Partners's UYG Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of ProShares Ultra Financials (UYG) in Q4 2021, closing a stake of 3,300 shares — an estimated $209K sold.

Wealthcare Advisory Partners first reported a position in UYG in Q1 2017 and held it in 4 quarters. The position peaked at $209K in Q3 2021. 64 funds tracked by Wall St. Rank hold UYG as of Q4 2021.

Wealthcare Advisory Partners reported no remaining ProShares Ultra Financials position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,300 ProShares Ultra Financials shares in Q4 2021, an estimated $209K.
Wealthcare Advisory Partners first reported a position in ProShares Ultra Financials in Q1 2017 and held it in 4 quarters.
Wealthcare Advisory Partners's ProShares Ultra Financials position peaked at $209K in Q3 2021.
64 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.