Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ProShares Ultra Financials UYG Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-4,981
Closed -$444K – 3762
2025
Q1 		$444K Buy
4,981
+492
+11% +$44.8K ﹤0.01% 2548
2024
Q4 		$384K Buy
+4,489
New +$387K ﹤0.01% 2636

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 $929M AUM 53.07% 1-Year Est. Return

Cambridge Investment Research Advisors's UYG Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 4,981 shares — an estimated $444K sold.

Cambridge Investment Research Advisors first reported a position in UYG in Q4 2024 and held it in 2 quarters. The position peaked at $444K in Q1 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,981 ProShares Ultra Financials shares in Q2 2025, an estimated $444K.
  • Cambridge Investment Research Advisors first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's ProShares Ultra Financials position peaked at $444K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.