Focus Partners Wealth
UYG icon

Focus Partners Wealth’s ProShares Ultra Financials UYG Stock Holding History

Focus Partners Wealth’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 		$1.79M Buy
24,450
+271
+1% +$22.3K ﹤0.01% 1361
2025
Q4 		$2.3M Buy
24,179
+10,063
+71% +$960K ﹤0.01% 1261
2025
Q3 		$1.4M Buy
14,116
+2,413
+21% +$233K ﹤0.01% 1154
2025
Q2 		$1.12M Buy
11,703
+8
+0.1% +$687 ﹤0.01% 1098
2025
Q1 		$1.04M Hold
11,695
– – ﹤0.01% 1058
2024
Q4 		$999K Buy
11,695
+2,695
+30% +$232K ﹤0.01% 1058
2024
Q3 		$688K Buy
+9,000
New +$642K ﹤0.01% 1050

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return