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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

Other funds holding UGE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.