B. Riley Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

B. Riley Wealth Advisors’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	$202K	Buy	+2,357	New	+$190K	0.01%	771
2026 Q1	–	Sell	-2,351	Closed	-$216K	–	1118
2025 Q4	$216K	Buy	2,351 +94	+4%	+$8.97K	0.01%	837
2025 Q3	$224K	Buy	2,257 +9	+0.4%	+$870	0.01%	849
2025 Q2	$215K	Buy	2,248 +5	+0.2%	+$430	0.01%	865
2025 Q1	$200K	Buy	+2,243	New	+$204K	0.01%	1152
2015 Q1	–	Sell	-2,400	Closed	-$60K	–	1924
2014 Q4	$60K	Buy	+2,400	New	+$55.4K	﹤0.01%	1998
2014 Q3	–	Sell	-3,300	Closed	-$69.7K	–	1832
2014 Q2	$69.7K	Buy	+3,300	New	+$66.3K	0.02%	878

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TFA

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

CPIG

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

B. Riley Wealth Advisors's UYG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,357 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in UYG as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in UYG in Q2 2014 and has held it in 7 quarters since. The position peaked at $224K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

B. Riley Wealth Advisors held 2,357 shares of ProShares Ultra Financials worth $202K as of Q2 2026.
ProShares Ultra Financials was a new B. Riley Wealth Advisors position in Q2 2026.
ProShares Ultra Financials made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #771 holding.
B. Riley Wealth Advisors first reported a position in ProShares Ultra Financials in Q2 2014 and has held it in 7 quarters since.
B. Riley Wealth Advisors's ProShares Ultra Financials position peaked at $224K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.