CWM
UYG icon

Copia Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Copia Wealth Management’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 		– Sell
-5
Closed -$496 – 537
2025
Q3 		$496 Hold
5
– – ﹤0.01% 454
2025
Q2 		$478 Hold
5
– – ﹤0.01% 444
2025
Q1 		$446 Hold
5
– – ﹤0.01% 428
2024
Q4 		$427 Buy
+5
New +$431 ﹤0.01% 398

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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Copia Wealth Management's UYG Position: Q4 2025 in Review

Copia Wealth Management sold out of ProShares Ultra Financials (UYG) in Q4 2025, closing a stake of 5 shares — an estimated $496 sold.

Copia Wealth Management first reported a position in UYG in Q4 2024 and held it in 4 quarters. The position peaked at $496 in Q3 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

  • Copia Wealth Management reported no remaining ProShares Ultra Financials position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 5 ProShares Ultra Financials shares in Q4 2025, an estimated $496.
  • Copia Wealth Management first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 4 quarters.
  • Copia Wealth Management's ProShares Ultra Financials position peaked at $496 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.