Carson Wealth (CWM LLC)’s ProShares Ultra Financials UYG Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$111K	Buy	1,515 +135	+10%	+$11.1K	﹤0.01%	3170
2025 Q4	$127K	Hold	1,380	–	–	﹤0.01%	2894
2025 Q3	$137K	Hold	1,380	–	–	﹤0.01%	2738
2025 Q2	$132K	Buy	1,380 +480	+53%	+$41.2K	﹤0.01%	2487
2025 Q1	$80K	Hold	900	–	–	﹤0.01%	2608
2024 Q4	$77K	Hold	900	–	–	﹤0.01%	2468
2024 Q3	$69K	Hold	900	–	–	﹤0.01%	2454
2024 Q2	$58K	Hold	900	–	–	﹤0.01%	2377
2024 Q1	$61K	Sell	900 -31	-3%	-$1.87K	﹤0.01%	2175
2023 Q4	$51K	Buy	931 +900	+2,903%	+$42.3K	﹤0.01%	2174
2023 Q3	$1K	Hold	31	–	–	﹤0.01%	4097
2023 Q2	$1K	Hold	31	–	–	﹤0.01%	4088
2023 Q1	$1K	Buy	31 +1	+3%	+$48	﹤0.01%	3952
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	3869
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	3788
2022 Q2	$1K	Buy	+30	New	+$1.56K	﹤0.01%	3665

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

TFA

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UYG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ProShares Ultra Financials (UYG) stake by 9.8% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,515 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3170.

Carson Wealth (CWM LLC) first reported a position in UYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $137K in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

Carson Wealth (CWM LLC) held 1,515 shares of ProShares Ultra Financials worth $111K as of Q1 2026.
Carson Wealth (CWM LLC) bought 135 ProShares Ultra Financials shares in Q1 2026, an estimated $11.1K.
ProShares Ultra Financials made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3170 holding.
Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Financials in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s ProShares Ultra Financials position peaked at $137K in Q3 2025.
62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.