XS
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XR Securities’s ProShares Ultra Financials UYG Stock Holding History

XR Securities’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
Q3 		– Sell
-9,084
Closed -$264K – 363
2020
Q2 		$264K Buy
+9,084
New +$253K 0.03% 110

Other funds holding UYG

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TFA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

XR Securities's UYG Position: Q3 2020 in Review

XR Securities sold out of ProShares Ultra Financials (UYG) in Q3 2020, closing a stake of 9,084 shares — an estimated $264K sold.

XR Securities first reported a position in UYG in Q2 2020 and held it in 1 quarter. The position peaked at $264K in Q2 2020. 45 funds tracked by Wall St. Rank hold UYG as of Q3 2020.

  • XR Securities reported no remaining ProShares Ultra Financials position as of Q3 2020 after selling out during the quarter.
  • XR Securities sold 9,084 ProShares Ultra Financials shares in Q3 2020, an estimated $264K.
  • XR Securities first reported a position in ProShares Ultra Financials in Q2 2020 and held it in 1 quarter.
  • XR Securities's ProShares Ultra Financials position peaked at $264K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2020.

Based on XR Securities's 13F filing for Q3 2020, filed 28 Oct 2020.