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EverSource Wealth Advisors’s ProShares Ultra Materials UYM Stock Holding History

EverSource Wealth Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,850
Closed -$43.9K – 4485
2025
Q2 		$43.9K Buy
1,850
+450
+32% +$10K ﹤0.01% 1703
2025
Q1 		$32.8K Buy
+1,400
New +$34.1K ﹤0.01% 1439

Other funds holding UYM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 UYM Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of ProShares Ultra Materials (UYM) in Q3 2025, closing a stake of 1,850 shares — an estimated $43.9K sold.

EverSource Wealth Advisors first reported a position in UYM in Q1 2025 and held it in 2 quarters. The position peaked at $43.9K in Q2 2025. 9 funds tracked by Wall St. Rank hold UYM as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining ProShares Ultra Materials position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,850 ProShares Ultra Materials shares in Q3 2025, an estimated $43.9K.
  • EverSource Wealth Advisors first reported a position in ProShares Ultra Materials in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's ProShares Ultra Materials position peaked at $43.9K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q3 2025.

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