B. Riley Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

B. Riley Wealth Advisors’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
2026 Q3	–	Sell	-2,357	Closed	-$202K	–	1153
2026 Q2	$202K	Buy	+2,357	New	+$190K	0.01%	771
2026 Q1	–	Sell	-2,351	Closed	-$216K	–	1118
2025 Q4	$216K	Buy	2,351 +94	+4%	+$8.97K	0.01%	837
2025 Q3	$224K	Buy	2,257 +9	+0.4%	+$870	0.01%	849
2025 Q2	$215K	Buy	2,248 +5	+0.2%	+$430	0.01%	865
2025 Q1	$200K	Buy	+2,243	New	+$204K	0.01%	1152
2015 Q1	–	Sell	-2,400	Closed	-$60K	–	1924
2014 Q4	$60K	Buy	+2,400	New	+$55.4K	﹤0.01%	1998
2014 Q3	–	Sell	-3,300	Closed	-$69.7K	–	1832
2014 Q2	$69.7K	Buy	+3,300	New	+$66.3K	0.02%	878

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's UYG Position: Q3 2026 in Review

B. Riley Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q3 2026, closing a stake of 2,357 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in UYG in Q2 2014 and held it in 7 quarters. The position peaked at $224K in Q3 2025. 4 funds tracked by Wall St. Rank hold UYG as of Q3 2026.

B. Riley Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q3 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,357 ProShares Ultra Financials shares in Q3 2026, an estimated $202K.
B. Riley Wealth Advisors first reported a position in ProShares Ultra Financials in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's ProShares Ultra Financials position peaked at $224K in Q3 2025.
4 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.