Plotkin Financial Advisors’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
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

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.