Flagship Harbor Advisors’s ProShares Ultra Financials UYG Stock Holding History

Flagship Harbor 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
2026 Q1	–	Sell	-1,047	Closed	-$96.1K	–	2127
2025 Q4	$96.1K	Buy	+1,047	New	+$99.9K	﹤0.01%	881
2020 Q4	–	Sell	-1,047	Closed	-$32K	–	1712
2020 Q3	$32K	Hold	1,047	–	–	﹤0.01%	995
2020 Q2	$30K	Hold	1,047	–	–	﹤0.01%	1002
2020 Q1	$25K	Hold	1,047	–	–	0.01%	970
2019 Q4	$56K	Hold	1,047	–	–	0.01%	781
2019 Q3	$49K	Hold	1,047	–	–	0.01%	781
2019 Q2	$47K	Hold	1,047	–	–	0.01%	774
2019 Q1	$41K	Sell	1,047 -294	-22%	-$11.4K	0.01%	814
2018 Q4	$43K	Hold	1,341	–	–	0.01%	761
2018 Q3	$58K	Hold	1,341	–	–	0.01%	753
2018 Q2	$54K	Buy	+1,341	New	+$55.8K	0.01%	764

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return