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

WealthTrust 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
2025
Q2 		– Sell
-6,000
Closed -$535K – 93
2025
Q1 		$535K Buy
6,000
+3,600
+150% +$328K 0.4% 52
2024
Q4 		$205K Buy
+2,400
New +$207K 0.15% 88

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

WealthTrust Asset Management's UYG Position: Q2 2025 in Review

WealthTrust Asset Management sold out of ProShares Ultra Financials (UYG) in Q2 2025, closing a stake of 6,000 shares — an estimated $535K sold.

WealthTrust Asset Management first reported a position in UYG in Q4 2024 and held it in 2 quarters. The position peaked at $535K in Q1 2025. 73 funds tracked by Wall St. Rank hold UYG as of Q2 2025.

  • WealthTrust Asset Management reported no remaining ProShares Ultra Financials position as of Q2 2025 after selling out during the quarter.
  • WealthTrust Asset Management sold 6,000 ProShares Ultra Financials shares in Q2 2025, an estimated $535K.
  • WealthTrust Asset Management first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 2 quarters.
  • WealthTrust Asset Management's ProShares Ultra Financials position peaked at $535K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2025.

Based on WealthTrust Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.