Allworth Financial’s ProShares Ultra Financials UYG Stock Holding History

Allworth Financial’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
2025 Q3	–	Sell	-420	Closed	-$40.1K	–	5055
2025 Q2	$40.1K	Hold	420	–	–	﹤0.01%	2082
2025 Q1	$34.4K	Buy	+420	New	+$38.3K	﹤0.01%	1744
2023 Q2	–	Sell	-489	Closed	-$20.7K	–	3393
2023 Q1	$20.7K	Hold	489	–	–	﹤0.01%	1433
2022 Q4	$22.3K	Hold	489	–	–	﹤0.01%	1313
2022 Q3	$19K	Hold	489	–	–	﹤0.01%	1325
2022 Q2	$21K	Hold	489	–	–	﹤0.01%	1234
2022 Q1	$31K	Hold	489	–	–	﹤0.01%	1068
2021 Q4	$33K	Hold	489	–	–	﹤0.01%	954
2021 Q3	$31K	Hold	489	–	–	﹤0.01%	910
2021 Q2	$30K	Hold	489	–	–	﹤0.01%	751
2021 Q1	$26K	Buy	+489	New	+$23.3K	﹤0.01%	727
2019 Q1	–	Sell	-1,861	Closed	-$61K	–	1040
2018 Q4	$61K	Buy	1,861 +1,681	+934%	+$64.4K	﹤0.01%	258
2018 Q3	$8K	Buy	+180	New	+$7.91K	﹤0.01%	594

Other funds holding UYG

TFA

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Allworth Financial's UYG Position: Q3 2025 in Review

Allworth Financial sold out of ProShares Ultra Financials (UYG) in Q3 2025, closing a stake of 420 shares — an estimated $40.1K sold.

Allworth Financial first reported a position in UYG in Q3 2018 and held it in 13 quarters. The position peaked at $61K in Q4 2018. 75 funds tracked by Wall St. Rank hold UYG as of Q3 2025.

Allworth Financial reported no remaining ProShares Ultra Financials position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 420 ProShares Ultra Financials shares in Q3 2025, an estimated $40.1K.
Allworth Financial first reported a position in ProShares Ultra Financials in Q3 2018 and held it in 13 quarters.
Allworth Financial's ProShares Ultra Financials position peaked at $61K in Q4 2018.
75 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.