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 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	New	+$193K	0.01%	865
2015 Q1	–	Sell	-2,400	Closed	-$60	–	1924
2014 Q4	$60	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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return