Northwestern Mutual Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Northwestern Mutual Wealth 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
2025 Q4	–	Sell	-822	Closed	-$81.6K	–	4252
2025 Q3	$81.6K	Buy	+822	New	+$79.5K	﹤0.01%	2132
2023 Q4	–	Sell	-202	Closed	-$8.81K	–	3686
2023 Q3	$8.81K	Buy	+202	New	+$9.54K	﹤0.01%	2580
2022 Q1	–	Sell	-911	Closed	-$62K	–	3417
2021 Q4	$62K	Buy	+911	New	+$62.9K	﹤0.01%	1899
2020 Q3	–	Sell	-900	Closed	-$26K	–	2689
2020 Q2	$26K	Hold	900	–	–	﹤0.01%	1650
2020 Q1	$21K	Hold	900	–	–	﹤0.01%	1693
2019 Q4	$48K	Hold	900	–	–	﹤0.01%	1480
2019 Q3	$42K	Hold	900	–	–	﹤0.01%	1481
2019 Q2	$40K	Hold	900	–	–	﹤0.01%	1476
2019 Q1	$36K	Sell	900 -804	-47%	-$31.2K	﹤0.01%	1506
2018 Q4	$55K	Buy	1,704 +804	+89%	+$30.8K	﹤0.01%	1216
2018 Q3	$39K	Buy	+900	New	+$39.6K	﹤0.01%	1413
2018 Q1	–	Sell	-3,000	Closed	-$128K	–	2434
2017 Q4	$128K	Buy	+3,000	New	+$121K	﹤0.01%	858

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

WAM

WealthCare Asset Management Springfield, Missouri $241M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

PFPG

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CPIG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's UYG Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of ProShares Ultra Financials (UYG) in Q4 2025, closing a stake of 822 shares — an estimated $81.6K sold.

Northwestern Mutual Wealth Management first reported a position in UYG in Q4 2017 and held it in 12 quarters. The position peaked at $128K in Q4 2017. 73 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining ProShares Ultra Financials position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 822 ProShares Ultra Financials shares in Q4 2025, an estimated $81.6K.
Northwestern Mutual Wealth Management first reported a position in ProShares Ultra Financials in Q4 2017 and held it in 12 quarters.
Northwestern Mutual Wealth Management's ProShares Ultra Financials position peaked at $128K in Q4 2017.
73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.