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Dale Q Rice Investment Management’s ProShares Ultra Financials UYG Stock Holding History

Dale Q Rice Investment 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
Q2 		– Sell
-2,414
Closed -$215K – 89
2025
Q1 		$215K Buy
+2,414
New +$220K 0.11% 90

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

Dale Q Rice Investment Management's UYG Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 2,414 shares — an estimated $215K sold.

Dale Q Rice Investment Management first reported a position in UYG in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 2,414 ProShares Ultra Financials shares in Q2 2025, an estimated $215K.
  • Dale Q Rice Investment Management first reported a position in ProShares Ultra Financials in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's ProShares Ultra Financials position peaked at $215K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.