Regent Peak Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

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