HBW
UYG icon

Hazlett, Burt & Watson’s ProShares Ultra Financials UYG Stock Holding History

Hazlett, Burt & Watson’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 		$5K Hold
67
– – ﹤0.01% 782
2025
Q4 		$6K Buy
67
+7
+12% +$668 ﹤0.01% 777
2025
Q3 		$6K Hold
60
– – ﹤0.01% 727
2025
Q2 		$6K Hold
60
– – ﹤0.01% 661
2025
Q1 		$5K Hold
60
– – ﹤0.01% 661
2024
Q4 		$5K Hold
60
– – ﹤0.01% 628
2024
Q3 		$5K Hold
60
– – ﹤0.01% 611
2024
Q2 		$4K Hold
60
– – ﹤0.01% 616
2024
Q1 		$4K Hold
60
– – ﹤0.01% 612
2023
Q4 		$3K Hold
60
– – ﹤0.01% 602
2023
Q3 		$3K Hold
60
– – ﹤0.01% 620
2023
Q2 		$3K Hold
60
– – ﹤0.01% 606
2023
Q1 		$3K Hold
60
– – ﹤0.01% 560
2022
Q4 		$3K Hold
60
– – ﹤0.01% 565
2022
Q3 		$2K Hold
60
– – ﹤0.01% 584
2022
Q2 		$3K Hold
60
– – ﹤0.01% 550
2022
Q1 		$4K Buy
+60
New +$3.85K ﹤0.01% 534

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
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
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 $4.48B AUM 19.29% 1-Year Est. Return
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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return