Kovitz Investment Group Partners’s ProShares Ultra Financials UYG Stock Holding History

Kovitz Investment Group 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	–	Sell	-9,758	Closed	-$969K	–	1278
2025 Q3	$969K	Hold	9,758	–	–	﹤0.01%	850
2025 Q2	$932K	Hold	9,758	–	–	﹤0.01%	818
2025 Q1	$870K	Sell	9,758 -2,953	-23%	-$269K	﹤0.01%	772
2024 Q4	$1.09M	Hold	12,711	–	–	0.01%	702
2024 Q3	$971	Buy	+12,711	New	+$907K	﹤0.01%	1043

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $119M AUM

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Kovitz Investment Group Partners's UYG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of ProShares Ultra Financials (UYG) in Q4 2025, closing a stake of 9,758 shares — an estimated $969K sold.

Kovitz Investment Group Partners first reported a position in UYG in Q3 2024 and held it in 5 quarters. The position peaked at $1.09M in Q4 2024. 74 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining ProShares Ultra Financials position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 9,758 ProShares Ultra Financials shares in Q4 2025, an estimated $969K.
Kovitz Investment Group Partners first reported a position in ProShares Ultra Financials in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's ProShares Ultra Financials position peaked at $1.09M in Q4 2024.
74 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.