Allworth Financial LP UYM β€” PROSHARES TR

Ownership history in Allworth Financial LP  Β·  3 quarters on record

AI Ownership Summary

Allworth Financial LP reported PROSHARES TR (UYM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows UYM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UYM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allworth Financial LP held UYM β€” position size vs. price
% of Fund (quarterly)    UYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 2,800 β€” 0% 0.00% $69K 2026-02-14 (Est.) $33.30
2025 Q3 UNCHANGED β€” β€” β€” 2,800 β€” 0% 0.00% $68K 2025-12-02 $23.11
2025 Q2 INITIATED β€” β€” β€” 2,800 β€” β€” 0.00% $66K 2025-08-07 $23.23

🏒 Other funds also holding UYM

As of 2026 Q1 β€” sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.01% Blue Trust, Inc. 3Y 0.0%

FAQ About Allworth Financial LP and UYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allworth Financial LP reported owning UYM?

Allworth Financial LP reported UYM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported UYM position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for UYM was 0.00% in 2025 Q2.

What is the latest reported UYM position on this page?

The most recent filing on this page is 2025 Q4, when Allworth Financial LP reported 2,800 shares, equal to 0.00% of portfolio, with an estimated market value of $69K.

What does the chart on this UYM ownership page compare?

The chart compares Allworth Financial LP's quarterly UYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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