TrinityPoint Wealth’s ProShares Ultra Financials UYG Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$469K	Hold	5,484	–	–	0.07%	229
2024 Q3	$419K	Hold	5,484	–	–	0.06%	236
2024 Q2	$351K	Hold	5,484	–	–	0.05%	238
2024 Q1	$375K	Hold	5,484	–	–	0.06%	221
2023 Q4	$303K	Hold	5,484	–	–	0.05%	236
2023 Q3	$239K	Hold	5,484	–	–	0.05%	251
2023 Q2	$250K	Hold	5,484	–	–	0.05%	238
2023 Q1	$232K	Hold	5,484	–	–	0.05%	242
2022 Q4	$250K	Hold	5,484	–	–	0.06%	231
2022 Q3	$208K	Hold	5,484	–	–	0.05%	258
2022 Q2	$237K	Hold	5,484	–	–	0.05%	239
2022 Q1	$346K	Hold	5,484	–	–	0.06%	223
2021 Q4	$371K	Hold	5,484	–	–	0.07%	219
2021 Q3	$348K	Hold	5,484	–	–	0.07%	221
2021 Q2	$339K	Hold	5,484	–	–	0.07%	205
2021 Q1	$289K	Hold	5,484	–	–	0.07%	204
2020 Q4	$234K	Buy	+5,484	New	+$199K	0.06%	207

Other funds holding UYG

TFA

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

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

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

TrinityPoint Wealth's UYG Position: Q4 2024 in Review

TrinityPoint Wealth held its ProShares Ultra Financials (UYG) position steady in Q4 2024 at 5,484 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #229.

TrinityPoint Wealth first reported a position in UYG in Q4 2020 and has held it in 17 quarters since. 78 funds tracked by Wall St. Rank hold UYG as of Q4 2024.

TrinityPoint Wealth held 5,484 shares of ProShares Ultra Financials worth $469K as of Q4 2024.
TrinityPoint Wealth left its ProShares Ultra Financials share count unchanged in Q4 2024.
ProShares Ultra Financials made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #229 holding.
TrinityPoint Wealth first reported a position in ProShares Ultra Financials in Q4 2020 and has held it in 17 quarters since.
78 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.