Savant Capital’s ProShares Ultra Financials UYG Stock Holding History

Savant Capital’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
2026 Q1	$278K	Buy	3,784 +11	+0.3%	+$905	﹤0.01%	1220
2025 Q4	$346K	Hold	3,773	–	–	﹤0.01%	986
2025 Q3	$374K	Hold	3,773	–	–	﹤0.01%	918
2025 Q2	$361K	Hold	3,773	–	–	﹤0.01%	882
2025 Q1	$336K	Sell	3,773 -30	-0.8%	-$2.73K	﹤0.01%	791
2024 Q4	$325K	Hold	3,803	–	–	﹤0.01%	1070
2024 Q3	$291K	Sell	3,803 -250	-6%	-$17.8K	﹤0.01%	1102
2024 Q2	$259K	Sell	4,053 -197	-5%	-$12.7K	﹤0.01%	1038
2024 Q1	$290K	Hold	4,250	–	–	﹤0.01%	909
2023 Q4	$235K	Sell	4,250 -2,000	-32%	-$94.1K	﹤0.01%	775
2023 Q3	$273K	Sell	6,250 -2,900	-32%	-$137K	﹤0.01%	682
2023 Q2	$417K	Hold	9,150	–	–	0.01%	551
2023 Q1	$386K	Buy	+9,150	New	+$439K	0.01%	529

Other funds holding UYG

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

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

Focus Partners Wealth

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Susquehanna International Group

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

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return