Core Wealth Advisors, Inc. Proshares Ultra Financials Transaction History

Core Wealth Advisors, Inc.

$329 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$17.31 - $57.67 $3,115 - $10,380	-180 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$43.81 - $53.65 $7,885 - $9,657	180 New	180 $10,000

Others Institutions Holding UYG

# of Institutions

86

Shares Held

390K

Call Options Held

34.4K

Put Options Held

5.8K

Toth Financial Advisory Corp

39.2K
Shares

$3.86 Million
0.45% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

34.8K
Shares

$3.43 Million
0.08% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

23.7K
Shares

$2.34 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

19.5K
Shares

$1.92 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

15.9K
Shares

$1.57 Million
0.0% of portfolio

About PROSHARES ULTRA FINANCIALS

Ticker UYG
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