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Beacon Capital Management Inc (Ohio)’s ProShares Ultra Materials UYM Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.33K Hold
148
– – ﹤0.01% 103
2025
Q4 		$3.63K Hold
148
– – ﹤0.01% 102
2025
Q3 		$3.58K Buy
+148
New +$3.68K ﹤0.01% 117

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Envestnet Asset Management
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AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GFA
Godfrey Financial Associates Glenmont, New York $117M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio) held its ProShares Ultra Materials (UYM) position steady in Q1 2026 at 148 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Beacon Capital Management Inc (Ohio) first reported a position in UYM in Q3 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold UYM as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 148 shares of ProShares Ultra Materials worth $4.33K as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) left its ProShares Ultra Materials share count unchanged in Q1 2026.
  • ProShares Ultra Materials made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #103 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in ProShares Ultra Materials in Q3 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2026.

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