WAM
UYG icon

WealthCare Asset Management’s ProShares Ultra Financials UYG Stock Holding History

WealthCare Asset 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
2026
Q1 		– Sell
-28,089
Closed -$2.74M – 45
2025
Q4 		$2.74M Buy
+28,089
New +$2.68M 1.73% 14

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

WealthCare Asset Management's UYG Position: Q1 2026 in Review

WealthCare Asset Management sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 28,089 shares — an estimated $2.74M sold.

WealthCare Asset Management first reported a position in UYG in Q4 2025 and held it in 1 quarter. The position peaked at $2.74M in Q4 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • WealthCare Asset Management reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
  • WealthCare Asset Management sold 28,089 ProShares Ultra Financials shares in Q1 2026, an estimated $2.74M.
  • WealthCare Asset Management first reported a position in ProShares Ultra Financials in Q4 2025 and held it in 1 quarter.
  • WealthCare Asset Management's ProShares Ultra Financials position peaked at $2.74M in Q4 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on WealthCare Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.