AssetMark Inc’s ProShares Ultra Financials UYG Stock Holding History

AssetMark Inc’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
2026 Q2	$3.94K	Buy	+46	New	+$3.71K	﹤0.01%	2764

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

LTL

Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return

AssetMark Inc's UYG Position: Q2 2026 in Review

AssetMark Inc opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 46 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #2764 among its holdings.

31 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

AssetMark Inc held 46 shares of ProShares Ultra Financials worth $3.94K as of Q2 2026.
ProShares Ultra Financials was a new AssetMark Inc position in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2764 holding.
31 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.