NA
UYG icon

NewEdge Advisors’s ProShares Ultra Financials UYG Stock Holding History

NewEdge Advisors’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 		$83.1K Hold
1,133
– – ﹤0.01% 2802
2025
Q4 		$104K Hold
1,133
– – ﹤0.01% 2751
2025
Q3 		$112K Hold
1,133
– – ﹤0.01% 2568
2025
Q2 		$108K Hold
1,133
– – ﹤0.01% 2395
2025
Q1 		$101K Hold
1,133
– – ﹤0.01% 2287
2024
Q4 		$96.8K Hold
1,133
– – ﹤0.01% 2289
2024
Q3 		$86.6K Hold
1,133
– – ﹤0.01% 2239
2024
Q2 		$72.5K Hold
1,133
– – ﹤0.01% 2218
2024
Q1 		$77.4K Hold
1,133
– – ﹤0.01% 2150
2023
Q4 		$62.5K Hold
1,133
– – ﹤0.01% 2145
2023
Q3 		$49.4K Hold
1,133
– – ﹤0.01% 2099
2023
Q2 		$51.7K Hold
1,133
– – ﹤0.01% 2072
2023
Q1 		$47.8K Hold
1,133
– – ﹤0.01% 2026
2022
Q4 		$52 Buy
+1,133
New +$51.3K ﹤0.01% 3466
2017
Q3 		– Sell
-1,107
Closed -$38.8K – 1089
2017
Q2 		$38.8K Buy
+1,107
New +$36.1K 0.01% 582

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WA
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
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return