AF
UYG icon

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
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CCWM
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return