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EverSource Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

EverSource Wealth Advisors’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
-1
Closed -$76 – 3819
2024
Q3 		$76 Hold
1
– – ﹤0.01% 2991
2024
Q2 		$72 Hold
1
– – ﹤0.01% 3009
2024
Q1 		$62 Hold
1
– – ﹤0.01% 2844
2023
Q4 		$55 Hold
1
– – ﹤0.01% 2611
2023
Q3 		$44 Hold
1
– – ﹤0.01% 2473
2023
Q2 		$46 Hold
1
– – ﹤0.01% 2461
2023
Q1 		$42 Hold
1
– – ﹤0.01% 2354
2022
Q4 		$46 Buy
+1
New +$45 ﹤0.01% 2284

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

EverSource Wealth Advisors's UYG Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q4 2024, closing a stake of 1 share — an estimated $76 sold.

EverSource Wealth Advisors first reported a position in UYG in Q4 2022 and held it in 8 quarters. The position peaked at $76 in Q3 2024. 78 funds tracked by Wall St. Rank hold UYG as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 ProShares Ultra Financials share in Q4 2024, an estimated $76.
  • EverSource Wealth Advisors first reported a position in ProShares Ultra Financials in Q4 2022 and held it in 8 quarters.
  • EverSource Wealth Advisors's ProShares Ultra Financials position peaked at $76 in Q3 2024.
  • 78 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.