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Allworth Financial’s ProShares Ultra Materials UYM Stock Holding History

Allworth Financial’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.8K Hold
2,800
– – ﹤0.01% 1973
2025
Q4 		$68.7K Hold
2,800
– – ﹤0.01% 1986
2025
Q3 		$67.8K Hold
2,800
– – ﹤0.01% 1911
2025
Q2 		$66.4K Buy
+2,800
New +$62.3K ﹤0.01% 1775

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GFA
Godfrey Financial Associates Glenmont, New York $117M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's UYM Position: Q1 2026 in Review

Allworth Financial held its ProShares Ultra Materials (UYM) position steady in Q1 2026 at 2,800 shares worth $81.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Allworth Financial first reported a position in UYM in Q2 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold UYM as of Q1 2026.

  • Allworth Financial held 2,800 shares of ProShares Ultra Materials worth $81.8K as of Q1 2026.
  • Allworth Financial left its ProShares Ultra Materials share count unchanged in Q1 2026.
  • ProShares Ultra Materials made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1973 holding.
  • Allworth Financial first reported a position in ProShares Ultra Materials in Q2 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.