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Get Institutions for : 
Ultra Financials ProShares (UYG)  
$62.79 0.35 (0.56%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
 390,676  
% of shares held : 
 2.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -124,170  
% of shares held change : 
   -0.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.88  
Last Quarter's Ending Price : 
 $55.20  
Last Quarter's Average Price : 
 $47.03  
Change from last quarter's     
avg. price to the last closing  : 
15.76 (33.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 10,216
 2.61%
 
Increased Positions :
6
 12,314
 3.15%
 
Unchanged Positions :
26
 127,863
 32.73%
 
Decreased Positions :
12
-64,674
-16.55%
 
Closed Positions :
8
-82,026
-21%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cassaday & Co Wealth Management LLC 65 - 2023-12-31 30,801 $1,700,000 0
   9258 Wealth Management LLC 120 - 2023-12-31 17,450 $963,000 0
   SYNOVUS FINANCIAL CORP 467 - 2023-12-31 15,000 $828,000 0
   ROANOKE ASSET MANAGEMENT CORP/ NY 59 - 2023-12-31 13,440 $742,000 0
   CI Private Wealth LLC 1564 - 2023-12-31 9,977 $551,000 0
   Atlantic Trust Group LLC 803 - 2023-12-31 9,000 $497,000 0
   PNC FINANCIAL SERVICES GROUP INC 1579 - 2023-12-31 8,190 $452,000 0
   HPM Partners LLC - 2023-12-31 6,000 $331,000 0
   TrinityPoint Wealth LLC 235 - 2023-12-31 5,484 $303,000 0
   KENNEDY INVESTMENT GROUP 100 - 2024-03-31 4,100 $280,000 0
   ARGI INVESTMENT SERVICES, LLC 372 - 2022-12-31 6,000 $274,000 0
   SRS Capital Advisors Inc. 322 - 2023-12-31 2,686 $148,000 0
   HARBOR INVESTMENT ADVISORY LLC 388 - 2024-03-31 2,100 $143,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,850 $102,000 0
   BANK OF AMERICA CORP /DE/ 5278 - 2023-12-31 1,815 $100,000 0
   CITIGROUP INC 3364 - 2023-12-31 1,435 $79,000 0
   BANK OF MONTREAL /CAN/ 2945 - 2023-12-31 1,129 $63,000 0
   Goss Wealth Management LLC 2128 - 2023-12-31 1,133 $63,000 0
   US BANCORP 2826 - 2023-12-31 600 $33,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 262 - 2024-03-31 420 $29,000 0
   COLONIAL ASSET MANAGEMENT, INC. 443 - 2023-12-31 300 $17,000 0
   Glassman Wealth Services 805 - 2023-12-31 234 $13,000 0
   VALLEY NATIONAL ADVISERS INC 682 - 2024-03-31 120 $8,000 0
   Ronald Blue Trust Inc. 1808 - 2023-12-31 137 $6,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 60 $3,000 0
   EverSource Wealth Advisors LLC 2544 - 2023-12-31 1 $0 0
   PROEQUITIES INC. 7733 - 2023-12-31 0 $0 0
  27 Records found
  1    
  Page 1 of 1
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