EverSource Wealth Advisors
UGE icon

EverSource Wealth Advisors’s ProShares Ultra Consumer Staples UGE Stock Holding History

EverSource Wealth Advisors’s Portfolio UGE Stock Details UGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,935
Closed -$147K – 4480
2025
Q2 		$147K Buy
7,935
+6,100
+332% +$114K 0.01% 1007
2025
Q1 		$35.3K Buy
+1,835
New +$33.9K ﹤0.01% 1411

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EverSource Wealth Advisors's UGE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of ProShares Ultra Consumer Staples (UGE) in Q3 2025, closing a stake of 7,935 shares — an estimated $147K sold.

EverSource Wealth Advisors first reported a position in UGE in Q1 2025 and held it in 2 quarters. The position peaked at $147K in Q2 2025. 9 funds tracked by Wall St. Rank hold UGE as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining ProShares Ultra Consumer Staples position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,935 ProShares Ultra Consumer Staples shares in Q3 2025, an estimated $147K.
  • EverSource Wealth Advisors first reported a position in ProShares Ultra Consumer Staples in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's ProShares Ultra Consumer Staples position peaked at $147K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Consumer Staples as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.