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 $5.32B AUM 22.63% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

Atria Investments's UYG Position: Q2 2025 in Review

Atria Investments sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 2,256 shares — an estimated $201K sold.

Atria Investments first reported a position in UYG in Q2 2013 and held it in 8 quarters. The position peaked at $2.64M in Q1 2014. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

Atria Investments reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 2,256 ProShares Ultra Financials shares in Q2 2025, an estimated $201K.
Atria Investments first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 8 quarters.
Atria Investments's ProShares Ultra Financials position peaked at $2.64M in Q1 2014.
73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.