Kovitz Investment Group Partners
UYG icon

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

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PFPG
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CPIG
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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. 73 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.
  • 73 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.