Fidelity Investments
UYG icon

Fidelity Investments’s ProShares Ultra Financials UYG Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-1
Closed -$85 – 5699
2024
Q4 		$85 Buy
+1
New +$86 ﹤0.01% 5131
2023
Q3 		– Sell
-1
Closed -$46 – 5536
2023
Q2 		$46 Buy
+1
New +$43 ﹤0.01% 5030
2022
Q4 		– Sell
-1
Closed – – 5603
2022
Q3 		$0 Hold
1
– – ﹤0.01% 5431
2022
Q2 		$0 Hold
1
– – ﹤0.01% 5508
2022
Q1 		$0 Buy
+1
New +$64 ﹤0.01% 5508
2021
Q3 		– Sell
-2
Closed – – 5075
2021
Q2 		$0 Buy
+2
New +$122 ﹤0.01% 4919
2020
Q2 		– Sell
-1
Closed – – 4198
2020
Q1 		$0 Hold
1
– – ﹤0.01% 4292
2019
Q4 		$0 Buy
+1
New +$50 ﹤0.01% 4294
2019
Q3 		– Sell
-1
Closed – – 4252
2019
Q2 		$0 Sell
1
-1
-50% -$43 ﹤0.01% 4204
2019
Q1 		$0 Buy
2
+1
+100% +$39 ﹤0.01% 4242
2018
Q4 		$0 Buy
+1
New +$38 ﹤0.01% 4199

Other funds holding UYG

TFA
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Envestnet Asset Management
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return