Creative Planning Proshares Ultra Financials Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Proshares Ultra Financials stock. As of the latest transaction made, Creative Planning holds 4,296 shares of UYG stock, worth $399,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,296
Previous 3,703 16.01%
Holding current value
$399,914
Previous $353,000 20.68%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$91.13 - $100.36 $54,040 - $59,513
593 Added 16.01%
4,296 $426,000
Q2 2025

Aug 08, 2025
SELL
$68.55 - $95.55 $8,226 - $11,466
-120 Reduced 3.14%
3,703 $353,000
Q1 2025

May 15, 2025
BUY
$80.83 - $98.72 $8,325 - $10,168
103 Added 2.77%
3,823 $340,000
Q4 2024

Feb 14, 2025
BUY
$75.09 - $96.7 $82,373 - $106,079
1,097 Added 41.82%
3,720 $317,000
Q3 2024

Oct 11, 2024
BUY
$62.72 - $77.9 $164,514 - $204,331
2,623 New
2,623 $200,000
Q1 2022

May 16, 2022
SELL
$54.0 - $71.5 $297,108 - $393,393
-5,502 Closed
0 $0
Q2 2021

Aug 04, 2021
SELL
$54.35 - $65.47 $35,164 - $42,359
-647 Reduced 10.52%
5,502 $340,000
Q1 2021

Apr 30, 2021
BUY
$40.14 - $54.67 $40 - $54
1 Added 0.02%
6,149 $324,000
Q4 2020

Jan 29, 2021
SELL
$28.98 - $42.31 $28,951 - $42,267
-999 Reduced 13.98%
6,148 $260,000
Q3 2020

Nov 05, 2020
BUY
$27.97 - $34.69 $27 - $34
1 Added 0.01%
7,147 $221,000
Q2 2020

Jul 23, 2020
BUY
$20.9 - $37.13 $149,351 - $265,330
7,146 New
7,146 $208,000
Q1 2020

May 05, 2020
SELL
$17.31 - $57.67 $112,238 - $373,932
-6,484 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$43.81 - $53.65 $152,371 - $186,594
-3,478 Reduced 34.91%
6,484 $348,000
Q3 2019

Nov 01, 2019
BUY
$46.46 - $47.96 $181,286 - $187,139
3,902 Added 64.39%
9,962 $467,000
Q1 2019

Apr 24, 2019
SELL
N/A
-302 Reduced 4.75%
6,060 $243,000
Q4 2018

Feb 01, 2019
BUY
N/A
308 Added 5.09%
6,362 $208,000
Q2 2018

Jul 20, 2018
BUY
N/A
4,076 Added 206.07%
6,054 $245,000
Q1 2018

Apr 18, 2018
SELL
N/A
-1,470 Reduced 42.63%
1,978 $244,000
Q4 2017

Jan 17, 2018
BUY
N/A
1 Added 0.03%
3,448 $441,000
Q3 2017

Oct 17, 2017
BUY
N/A
3,447
3,447 $389,000

Others Institutions Holding UYG

# of Institutions
88
Shares Held
380K
Call Options Held
45.4K
Put Options Held
2.4K
View Full List

About PROSHARES ULTRA FINANCIALS

UYG Quotes by TradingView
  • Ticker UYG
  • Sector ETFs
  • Industry ETFs
More about UYG
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