Freedom Investment Management’s ProShares Ultra Financials UYG Stock Holding History

Freedom Investment Management’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 Q2	–	Sell	-7,778	Closed	-$693K	–	790
2025 Q1	$693K	Buy	7,778 +614	+9%	+$56K	0.06%	336
2024 Q4	$612K	Buy	+7,164	New	+$618K	0.05%	359
2015 Q3	–	Sell	-18,717	Closed	-$461K	–	736
2015 Q2	$461K	Buy	18,717 +1,215	+7%	+$30.4K	0.05%	363
2015 Q1	$424K	Buy	17,502 +2,256	+15%	+$54.2K	0.05%	364
2014 Q4	$379K	Buy	15,246 +372	+3%	+$8.59K	0.05%	347
2014 Q3	$319K	Buy	+14,874	New	+$319K	0.06%	321

Other funds holding UYG

TFA

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

CCWM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

CICI

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

Freedom Investment Management's UYG Position: Q2 2025 in Review

Freedom Investment Management sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 7,778 shares — an estimated $693K sold.

Freedom Investment Management first reported a position in UYG in Q3 2014 and held it in 6 quarters. The position peaked at $693K in Q1 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

Freedom Investment Management reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
Freedom Investment Management sold 7,778 ProShares Ultra Financials shares in Q2 2025, an estimated $693K.
Freedom Investment Management first reported a position in ProShares Ultra Financials in Q3 2014 and held it in 6 quarters.
Freedom Investment Management's ProShares Ultra Financials position peaked at $693K in Q1 2025.
73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on Freedom Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.