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Sculati Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Sculati Wealth Management’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
Q4 		– Sell
-2,100
Closed -$208K – 125
2025
Q3 		$208K Hold
2,100
– – 0.07% 121
2025
Q2 		$201K Buy
+2,100
New +$180K 0.08% 122

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $94M AUM
TFA
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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
WA
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sculati Wealth Management's UYG Position: Q4 2025 in Review

Sculati Wealth Management sold out of ProShares Ultra Financials (UYG) in Q4 2025, closing a stake of 2,100 shares — an estimated $208K sold.

Sculati Wealth Management first reported a position in UYG in Q2 2025 and held it in 2 quarters. The position peaked at $208K in Q3 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

  • Sculati Wealth Management reported no remaining ProShares Ultra Financials position as of Q4 2025 after selling out during the quarter.
  • Sculati Wealth Management sold 2,100 ProShares Ultra Financials shares in Q4 2025, an estimated $208K.
  • Sculati Wealth Management first reported a position in ProShares Ultra Financials in Q2 2025 and held it in 2 quarters.
  • Sculati Wealth Management's ProShares Ultra Financials position peaked at $208K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Sculati Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.