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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$969K Hold
2025
Q2
$932K Hold
2025
Q1
$870K Sell
2024
Q4
$1.09M Hold
2024
Q3
$971 Buy