Plotkin Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

Plotkin Financial 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
2025 Q1	–	Sell	-2,593	Closed	-$222K	–	98
2024 Q4	$222K	Sell	2,593 -279	-10%	-$24.1K	0.13%	84
2024 Q3	$219K	Buy	+2,872	New	+$205K	0.13%	86
2024 Q2	–	Sell	-3,665	Closed	-$250K	–	90
2024 Q1	$250K	Sell	3,665 -41,787	-92%	-$2.51M	0.17%	75
2023 Q4	$2.51M	Sell	45,452 -1,361	-3%	-$64K	1.91%	17
2023 Q3	$2.04M	Sell	46,813 -553	-1%	-$26.1K	1.8%	19
2023 Q2	$2.16M	Sell	47,366 -3,097	-6%	-$133K	1.8%	19
2023 Q1	$2.13M	Sell	50,463 -2,118	-4%	-$102K	1.98%	18
2022 Q4	$2.4M	Sell	52,581 -1,400	-3%	-$63.3K	2.44%	15
2022 Q3	$2.05M	Sell	53,981 -91	-0.2%	-$4.28K	2.07%	16
2022 Q2	$2.33M	Sell	54,072 -2,961	-5%	-$154K	2.22%	16
2022 Q1	$3.6M	Buy	57,033 +869	+2%	+$55.8K	2.51%	15
2021 Q4	$3.8M	Sell	56,164 -1,839	-3%	-$127K	2.4%	15
2021 Q3	$3.68M	Sell	58,003 -6,345	-10%	-$409K	2.19%	17
2021 Q2	$3.98M	Buy	64,348 +60,036	+1,392%	+$3.65M	2.2%	17
2021 Q1	$228K	Buy	+4,312	New	+$206K	0.14%	67

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

RAM

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Plotkin Financial Advisors's UYG Position: Q1 2025 in Review

Plotkin Financial Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2025, closing a stake of 2,593 shares — an estimated $222K sold.

Plotkin Financial Advisors first reported a position in UYG in Q1 2021 and held it in 15 quarters. The position peaked at $3.98M in Q2 2021. 80 funds tracked by Wall St. Rank hold UYG as of Q1 2025.

Plotkin Financial Advisors reported no remaining ProShares Ultra Financials position as of Q1 2025 after selling out during the quarter.
Plotkin Financial Advisors sold 2,593 ProShares Ultra Financials shares in Q1 2025, an estimated $222K.
Plotkin Financial Advisors first reported a position in ProShares Ultra Financials in Q1 2021 and held it in 15 quarters.
Plotkin Financial Advisors's ProShares Ultra Financials position peaked at $3.98M in Q2 2021.
80 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2025.

Based on Plotkin Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.