GRP
UYG icon

Global Retirement Partners’s ProShares Ultra Financials UYG Stock Holding History

Global Retirement Partners’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
Q4 		$66.1K Hold
720
– – ﹤0.01% 2176
2025
Q3 		$71.5K Hold
720
– – ﹤0.01% 1694
2025
Q2 		$68.8K Buy
+720
New +$61.9K ﹤0.01% 1605
2024
Q4 		$51.3K Buy
+600
New +$51.7K ﹤0.01% 1606
2018
Q4 		– Sell
-963
Closed -$42K – 1567
2018
Q3 		$42K Buy
+963
New +$42.3K 0.01% 609

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $94M AUM
TFA
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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
WA
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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 $74.2B AUM 21.09% 1-Year Est. Return

Global Retirement Partners's UYG Position: Q4 2025 in Review

Global Retirement Partners held its ProShares Ultra Financials (UYG) position steady in Q4 2025 at 720 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Global Retirement Partners first reported a position in UYG in Q3 2018 and has held it in 5 quarters since. The position peaked at $71.5K in Q3 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

  • Global Retirement Partners held 720 shares of ProShares Ultra Financials worth $66.1K as of Q4 2025.
  • Global Retirement Partners left its ProShares Ultra Financials share count unchanged in Q4 2025.
  • ProShares Ultra Financials made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2176 holding.
  • Global Retirement Partners first reported a position in ProShares Ultra Financials in Q3 2018 and has held it in 5 quarters since.
  • Global Retirement Partners's ProShares Ultra Financials position peaked at $71.5K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.