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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

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $28M AUM 32.92% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return