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Thurston Springer Miller Herd & Titak’s ProShares Ultra Financials UYG Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q1 		– Sell
-400
Closed -$34.2K – 1746
2024
Q4 		$34.2K Buy
+400
New +$34.5K 0.01% 610

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's UYG Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of ProShares Ultra Financials (UYG) in Q1 2025, closing a stake of 400 shares — an estimated $34.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in UYG in Q4 2024 and held it in 1 quarter. The position peaked at $34.2K in Q4 2024. 79 funds tracked by Wall St. Rank hold UYG as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining ProShares Ultra Financials position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 400 ProShares Ultra Financials shares in Q1 2025, an estimated $34.2K.
  • Thurston Springer Miller Herd & Titak first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's ProShares Ultra Financials position peaked at $34.2K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.