Regent Peak Wealth 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
2026
Q1
Sell
2025
Q4
$207K Hold
2025
Q3
$224K Buy
2025
Q1
$201K Buy
2021
Q1
Sell
2020
Q4
$95K Buy