Lazari Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Lazari Capital Management’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	$258K	Hold	3,510	–	–	0.09%	134
2025 Q4	$322K	Hold	3,510	–	–	0.11%	112
2025 Q3	$348K	Hold	3,510	–	–	0.12%	102
2025 Q2	$335K	Hold	3,510	–	–	0.13%	99
2025 Q1	$313K	Hold	3,510	–	–	0.13%	98
2024 Q4	$300K	Hold	3,510	–	–	0.12%	100
2024 Q3	$268K	Hold	3,510	–	–	0.11%	114
2024 Q2	$225K	Hold	3,510	–	–	0.1%	118
2024 Q1	$240K	Buy	+3,510	New	+$211K	0.13%	92

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Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors

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Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

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