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
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 		$74 Hold
1,529
– – ﹤0.01% 3540
2022
Q2 		$70 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 $4.69B AUM 20.56% 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 $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Bank of Montreal's UYG Position: Q1 2026 in Review

Bank of Montreal held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 3,579 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Bank of Montreal first reported a position in UYG in Q2 2021 and has held it in 20 quarters since. The position peaked at $653K in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Bank of Montreal held 3,579 shares of ProShares Ultra Financials worth $263K as of Q1 2026.
  • Bank of Montreal left its ProShares Ultra Financials share count unchanged in Q1 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2762 holding.
  • Bank of Montreal first reported a position in ProShares Ultra Financials in Q2 2021 and has held it in 20 quarters since.
  • Bank of Montreal's ProShares Ultra Financials position peaked at $653K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.