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Beacon Capital Management Inc (Ohio)’s ProShares Ultra Financials UYG Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-44
Closed -$4.04K – 154
2025
Q4 		$4.04K Hold
44
– – ﹤0.01% 98
2025
Q3 		$4.37K Hold
44
– – ﹤0.01% 113
2025
Q2 		$4.2K Buy
+44
New +$3.78K ﹤0.01% 84

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Focus Partners Wealth
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Citadel Advisors
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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

Beacon Capital Management Inc (Ohio)'s UYG Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 44 shares — an estimated $4.04K sold.

Beacon Capital Management Inc (Ohio) first reported a position in UYG in Q2 2025 and held it in 3 quarters. The position peaked at $4.37K in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 44 ProShares Ultra Financials shares in Q1 2026, an estimated $4.04K.
  • Beacon Capital Management Inc (Ohio) first reported a position in ProShares Ultra Financials in Q2 2025 and held it in 3 quarters.
  • Beacon Capital Management Inc (Ohio)'s ProShares Ultra Financials position peaked at $4.37K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.