Cerity Partners’s ProShares Ultra Financials UYG Stock Holding History

Cerity Partners’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	$428K	Hold	5,000	–	–	﹤0.01%	2537
2026 Q1	$367K	Hold	5,000	–	–	﹤0.01%	2473
2025 Q4	$459K	Hold	5,000	–	–	﹤0.01%	2168
2025 Q3	$496K	Hold	5,000	–	–	﹤0.01%	1974
2025 Q2	$478K	Sell	5,000 -500	-9%	-$43K	﹤0.01%	1888
2025 Q1	$490K	Sell	5,500 -507	-8%	-$46.2K	﹤0.01%	1763
2024 Q4	$513K	Buy	6,007 +7	+0.1%	+$604	﹤0.01%	1745
2024 Q3	$459K	Hold	6,000	–	–	﹤0.01%	1820
2024 Q2	$384K	Hold	6,000	–	–	﹤0.01%	1678
2024 Q1	$410K	Hold	6,000	–	–	﹤0.01%	1703
2023 Q4	$331K	Hold	6,000	–	–	﹤0.01%	1459
2023 Q3	$262K	Hold	6,000	–	–	﹤0.01%	1192
2023 Q2	$274K	Buy	+6,000	New	+$258K	﹤0.01%	1423

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Cerity Partners's UYG Position: Q2 2026 in Review

Cerity Partners held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 5,000 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Cerity Partners first reported a position in UYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $513K in Q4 2024. 75 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Cerity Partners held 5,000 shares of ProShares Ultra Financials worth $428K as of Q2 2026.
Cerity Partners left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2537 holding.
Cerity Partners first reported a position in ProShares Ultra Financials in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's ProShares Ultra Financials position peaked at $513K in Q4 2024.
75 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.