Jones Financial Companies
UYG icon

Jones Financial Companies’s ProShares Ultra Financials UYG Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-4,000
Closed -$304K – 3510
2024
Q3 		$304K Buy
4,000
+1,000
+33% +$71.3K ﹤0.01% 994
2024
Q2 		$192K Buy
+3,000
New +$193K ﹤0.01% 848

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Jones Financial Companies's UYG Position: Q4 2024 in Review

Jones Financial Companies sold out of ProShares Ultra Financials (UYG) in Q4 2024, closing a stake of 4,000 shares — an estimated $304K sold.

Jones Financial Companies first reported a position in UYG in Q2 2024 and held it in 2 quarters. The position peaked at $304K in Q3 2024. 78 funds tracked by Wall St. Rank hold UYG as of Q4 2024.

  • Jones Financial Companies reported no remaining ProShares Ultra Financials position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 4,000 ProShares Ultra Financials shares in Q4 2024, an estimated $304K.
  • Jones Financial Companies first reported a position in ProShares Ultra Financials in Q2 2024 and held it in 2 quarters.
  • Jones Financial Companies's ProShares Ultra Financials position peaked at $304K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.