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Atria Investments’s ProShares Ultra Financials UYG Stock Holding History

Atria Investments’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
Q2 		– Sell
-2,256
Closed -$201K – 2082
2025
Q1 		$201K Sell
2,256
-547
-20% -$49.9K ﹤0.01% 1824
2024
Q4 		$240K Buy
+2,803
New +$242K ﹤0.01% 1704
2014
Q4 		– Sell
-82,908
Closed -$1.78M – 476
2014
Q3 		$1.78M Sell
82,908
-270
-0.3% -$5.79K 0.18% 100
2014
Q2 		$1.76M Sell
83,178
-46,368
-36% -$932K 0.18% 111
2014
Q1 		$2.64M Buy
129,546
+13,140
+11% +$255K 0.27% 57
2013
Q4 		$2.29M Buy
116,406
+23,118
+25% +$417K 0.23% 72
2013
Q3 		$1.53M Buy
93,288
+600
+0.6% +$10K 0.16% 96
2013
Q2 		$1.44M Buy
+92,688
New +$1.41M 0.18% 75

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 $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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