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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
Q2 		$4.4K Hold
148
– – ﹤0.01% 97
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

Other funds holding UYM

Susquehanna International Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $131M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s UYM Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) held its ProShares Ultra Materials (UYM) position steady in Q2 2026 at 148 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #97.

Beacon Capital Management Inc (Ohio) first reported a position in UYM in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold UYM as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) held 148 shares of ProShares Ultra Materials worth $4.4K as of Q2 2026.
  • Beacon Capital Management Inc (Ohio) left its ProShares Ultra Materials share count unchanged in Q2 2026.
  • ProShares Ultra Materials made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #97 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in ProShares Ultra Materials in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.