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Citizens Financial Group’s ProShares Ultra Financials UYG Stock Holding History

Citizens Financial 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
2024
Q4 		– Sell
-3,621
Closed -$277K – 623
2024
Q3 		$277K Hold
3,621
– – 0.01% 475
2024
Q2 		$232K Hold
3,621
– – 0.01% 486
2024
Q1 		$247K Buy
+3,621
New +$218K 0.01% 368

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Citizens Financial Group's UYG Position: Q4 2024 in Review

Citizens Financial Group sold out of ProShares Ultra Financials (UYG) in Q4 2024, closing a stake of 3,621 shares — an estimated $277K sold.

Citizens Financial Group first reported a position in UYG in Q1 2024 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 78 funds tracked by Wall St. Rank hold UYG as of Q4 2024.

  • Citizens Financial Group reported no remaining ProShares Ultra Financials position as of Q4 2024 after selling out during the quarter.
  • Citizens Financial Group sold 3,621 ProShares Ultra Financials shares in Q4 2024, an estimated $277K.
  • Citizens Financial Group first reported a position in ProShares Ultra Financials in Q1 2024 and held it in 3 quarters.
  • Citizens Financial Group's ProShares Ultra Financials position peaked at $277K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2024.

Based on Citizens Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.