Bank of Montreal
UYG icon

Bank of Montreal’s ProShares Ultra Financials UYG Stock Holding History

Bank of Montreal’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 		$306K Hold
3,579
– – ﹤0.01% 2757
2026
Q1 		$263K Hold
3,579
– – ﹤0.01% 2762
2025
Q4 		$328K Sell
3,579
-3,000
-46% -$286K ﹤0.01% 2535
2025
Q3 		$653K Buy
6,579
+5,450
+483% +$527K ﹤0.01% 2148
2025
Q2 		$108K Hold
1,129
– – ﹤0.01% 2972
2025
Q1 		$101K Hold
1,129
– – ﹤0.01% 2916
2024
Q4 		$96.5K Hold
1,129
– – ﹤0.01% 2963
2024
Q3 		$85.9K Hold
1,129
– – ﹤0.01% 3289
2024
Q2 		$75K Hold
1,129
– – ﹤0.01% 3328
2024
Q1 		$76.3K Hold
1,129
– – ﹤0.01% 3356
2023
Q4 		$62.8K Hold
1,129
– – ﹤0.01% 3499
2023
Q3 		$54.7K Hold
1,129
– – ﹤0.01% 3414
2023
Q2 		$51.9K Sell
1,129
-400
-26% -$17.2K ﹤0.01% 3592
2023
Q1 		$64.6K Hold
1,529
– – ﹤0.01% 3328
2022
Q4 		$73.2K Hold
1,529
– – ﹤0.01% 3447
2022
Q3 		$74K Hold
1,529
– – ﹤0.01% 3540
2022
Q2 		$70K Hold
1,529
– – ﹤0.01% 3546
2022
Q1 		$100K Sell
1,529
-151
-9% -$9.7K ﹤0.01% 3647
2021
Q4 		$116K Hold
1,680
– – ﹤0.01% 3088
2021
Q3 		$113K Hold
1,680
– – ﹤0.01% 3427
2021
Q2 		$105K Buy
+1,680
New +$102K ﹤0.01% 3318

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
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
WA
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

Bank of Montreal's UYG Position: Q2 2026 in Review

Bank of Montreal held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 3,579 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Bank of Montreal first reported a position in UYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $653K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Bank of Montreal held 3,579 shares of ProShares Ultra Financials worth $306K as of Q2 2026.
  • Bank of Montreal left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2757 holding.
  • Bank of Montreal first reported a position in ProShares Ultra Financials in Q2 2021 and has held it in 21 quarters since.
  • Bank of Montreal's ProShares Ultra Financials position peaked at $653K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.