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

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments's UYG Position: Q1 2025 in Review

Fidelity Investments sold out of ProShares Ultra Financials (UYG) in Q1 2025, closing a stake of 1 share — an estimated $85 sold.

Fidelity Investments first reported a position in UYG in Q4 2018 and held it in 11 quarters. The position peaked at $85 in Q4 2024. 80 funds tracked by Wall St. Rank hold UYG as of Q1 2025.

Fidelity Investments reported no remaining ProShares Ultra Financials position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 ProShares Ultra Financials share in Q1 2025, an estimated $85.
Fidelity Investments first reported a position in ProShares Ultra Financials in Q4 2018 and held it in 11 quarters.
Fidelity Investments's ProShares Ultra Financials position peaked at $85 in Q4 2024.
80 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.