YHB Investment Advisors’s ProShares Ultra Silver AGQ Stock Holding History

YHB Investment Advisors’s Portfolio AGQ Stock Details AGQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,000	Closed	-$566K	–	269
2023 Q2	$566K	Hold	21,000	–	–	0.05%	180
2023 Q1	$656K	Hold	21,000	–	–	0.07%	171
2022 Q4	$672K	Hold	21,000	–	–	0.07%	165
2022 Q3	$436K	Hold	21,000	–	–	0.05%	194
2022 Q2	$514K	Sell	21,000 -2,350	-10%	-$73.9K	0.05%	185
2022 Q1	$900K	Hold	23,350	–	–	0.08%	163
2021 Q4	$811K	Hold	23,350	–	–	0.06%	177
2021 Q3	$747K	Hold	23,350	–	–	0.06%	178
2021 Q2	$1.08M	Hold	23,350	–	–	0.09%	161
2021 Q1	$1.08M	Hold	23,350	–	–	0.09%	162
2020 Q4	$1.2M	Hold	23,350	–	–	0.11%	152
2020 Q3	$975K	Buy	23,350 +6,700	+40%	+$332K	0.11%	157
2020 Q2	$488K	Hold	16,650	–	–	0.07%	134
2020 Q1	$307K	Buy	+16,650	New	+$465K	0.05%	140

Other funds holding AGQ

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

YHB Investment Advisors's AGQ Position: Q3 2023 in Review

YHB Investment Advisors sold out of ProShares Ultra Silver (AGQ) in Q3 2023, closing a stake of 21,000 shares — an estimated $566K sold.

YHB Investment Advisors first reported a position in AGQ in Q1 2020 and held it in 14 quarters. The position peaked at $1.2M in Q4 2020. 29 funds tracked by Wall St. Rank hold AGQ as of Q3 2023.

YHB Investment Advisors reported no remaining ProShares Ultra Silver position as of Q3 2023 after selling out during the quarter.
YHB Investment Advisors sold 21,000 ProShares Ultra Silver shares in Q3 2023, an estimated $566K.
YHB Investment Advisors first reported a position in ProShares Ultra Silver in Q1 2020 and held it in 14 quarters.
YHB Investment Advisors's ProShares Ultra Silver position peaked at $1.2M in Q4 2020.
29 funds tracked by Wall St. Rank held ProShares Ultra Silver as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.