CIBC Private Wealth Group’s ProShares Ultra Financials UYG Stock Holding History

CIBC Private Wealth Group’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 Q4	$657K	Buy	7,155 +15	+0.2%	+$1.43K	﹤0.01%	802
2025 Q3	$709K	Sell	7,140 -999	-12%	-$96.6K	﹤0.01%	771
2025 Q2	$778K	Hold	8,139	–	–	﹤0.01%	716
2025 Q1	$558K	Hold	8,139	–	–	﹤0.01%	776
2024 Q4	$698K	Buy	8,139 +1	+0%	+$86	﹤0.01%	781
2024 Q3	$622K	Sell	8,138 -1,000	-11%	-$71.3K	﹤0.01%	803
2024 Q2	$594K	Buy	9,138 +138	+2%	+$8.9K	﹤0.01%	778
2024 Q1	$606K	Hold	9,000	–	–	﹤0.01%	783
2023 Q4	$497K	Hold	9,000	–	–	﹤0.01%	803
2023 Q3	$392K	Hold	9,000	–	–	﹤0.01%	812
2023 Q2	$411K	Hold	9,000	–	–	﹤0.01%	726
2023 Q1	$380K	Hold	9,000	–	–	﹤0.01%	752
2022 Q4	$410K	Hold	9,000	–	–	﹤0.01%	646
2022 Q3	$342K	Hold	9,000	–	–	﹤0.01%	767
2022 Q2	$388K	Hold	9,000	–	–	﹤0.01%	754
2022 Q1	$568K	Hold	9,000	–	–	﹤0.01%	721
2021 Q4	$609K	Hold	9,000	–	–	﹤0.01%	730
2021 Q3	$570K	Hold	9,000	–	–	﹤0.01%	715
2021 Q2	$556K	Hold	9,000	–	–	﹤0.01%	779
2021 Q1	$475K	Hold	9,000	–	–	﹤0.01%	813
2020 Q4	$381K	Hold	9,000	–	–	﹤0.01%	826
2020 Q3	$278K	Buy	+9,000	New	+$283K	﹤0.01%	792
2020 Q2	–	Sell	-9,000	Closed	-$214K	–	809
2020 Q1	$214K	Hold	9,000	–	–	﹤0.01%	792
2019 Q4	$483K	Hold	9,000	–	–	﹤0.01%	710
2019 Q3	$422K	Hold	9,000	–	–	﹤0.01%	718
2019 Q2	$405K	Hold	9,000	–	–	﹤0.01%	756
2019 Q1	$360K	Sell	9,000 -510	-5%	-$19.8K	﹤0.01%	785
2018 Q4	$310K	Hold	9,510	–	–	﹤0.01%	774
2018 Q3	$411K	Hold	9,510	–	–	﹤0.01%	821
2018 Q2	$384K	Hold	9,510	–	–	﹤0.01%	817
2018 Q1	$390K	Sell	9,510 -300	-3%	-$13.1K	﹤0.01%	825
2017 Q4	$418K	Buy	9,810 +810	+9%	+$32.6K	﹤0.01%	818
2017 Q3	$339K	Buy	+9,000	New	+$320K	﹤0.01%	829

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $94M AUM

TFA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CIBC Private Wealth Group's UYG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its ProShares Ultra Financials (UYG) stake by 0.21% in Q4 2025, buying an estimated $1.43K and bringing the position to 7,155 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

CIBC Private Wealth Group first reported a position in UYG in Q3 2017 and has held it in 33 quarters since. The position peaked at $778K in Q2 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

CIBC Private Wealth Group held 7,155 shares of ProShares Ultra Financials worth $657K as of Q4 2025.
CIBC Private Wealth Group bought 15 ProShares Ultra Financials shares in Q4 2025, an estimated $1.43K.
ProShares Ultra Financials made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #802 holding.
CIBC Private Wealth Group first reported a position in ProShares Ultra Financials in Q3 2017 and has held it in 33 quarters since.
CIBC Private Wealth Group's ProShares Ultra Financials position peaked at $778K in Q2 2025.
73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.