Good Life Advisors’s ProShares Ultra Financials UYG Stock Holding History

Good Life 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
2025 Q2	–	Sell	-3,069	Closed	-$274K	–	539
2025 Q1	$274K	Hold	3,069	–	–	0.02%	402
2024 Q4	$262K	Hold	3,069	–	–	0.02%	396
2024 Q3	$235K	Buy	+3,069	New	+$219K	0.01%	521
2024 Q2	–	Sell	-3,069	Closed	-$210K	–	488
2024 Q1	$210K	Buy	+3,069	New	+$185K	0.02%	423
2022 Q2	–	Sell	-3,239	Closed	-$204K	–	400
2022 Q1	$204K	Hold	3,239	–	–	0.03%	368
2021 Q4	$219K	Sell	3,239 -1	-0%	-$69	0.03%	353
2021 Q3	$205K	Hold	3,240	–	–	0.03%	346
2021 Q2	$200K	Buy	+3,240	New	+$197K	0.04%	300

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 $929M AUM 53.07% 1-Year Est. Return

Good Life Advisors's UYG Position: Q2 2025 in Review

Good Life Advisors sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 3,069 shares — an estimated $274K sold.

Good Life Advisors first reported a position in UYG in Q2 2021 and held it in 8 quarters. The position peaked at $274K in Q1 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

Good Life Advisors reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
Good Life Advisors sold 3,069 ProShares Ultra Financials shares in Q2 2025, an estimated $274K.
Good Life Advisors first reported a position in ProShares Ultra Financials in Q2 2021 and held it in 8 quarters.
Good Life Advisors's ProShares Ultra Financials position peaked at $274K in Q1 2025.
73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.