CPIG
UYG icon

Chicago Partners Investment Group’s ProShares Ultra Financials UYG Stock Holding History

Chicago Partners Investment Group’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 		$875K Buy
9,489
+12
+0.1% +$968 0.02% 718
2026
Q1 		$773K Sell
9,477
-334
-3% -$27.5K 0.02% 656
2025
Q4 		$839K Buy
9,811
+945
+11% +$90.2K 0.02% 521
2025
Q3 		$845K Sell
8,866
-91
-1% -$8.8K 0.02% 478
2025
Q2 		$872K Buy
8,957
+12
+0.1% +$1.03K 0.03% 427
2025
Q1 		$767K Buy
8,945
+2,763
+45% +$252K 0.03% 418
2024
Q4 		$531K Buy
6,182
+14
+0.2% +$1.21K 0.02% 488
2024
Q3 		$507K Sell
6,168
-423
-6% -$30.2K 0.02% 488
2024
Q2 		$476K Sell
6,591
-127
-2% -$8.19K 0.02% 482
2024
Q1 		$435K Buy
6,718
+4
+0.1% +$241 0.02% 487
2023
Q4 		$382K Sell
6,714
-490
-7% -$23K 0.02% 487
2023
Q3 		$290K Buy
7,204
+14
+0.2% +$661 0.02% 519
2023
Q2 		$351K Buy
7,190
+53
+0.7% +$2.28K 0.02% 499
2023
Q1 		$319K Buy
7,137
+133
+2% +$6.39K 0.02% 495
2022
Q4 		$379K Buy
7,004
+448
+7% +$20.3K 0.02% 438
2022
Q3 		$301K Buy
6,556
+11
+0.2% +$517 0.02% 433
2022
Q2 		$328K Buy
6,545
+7
+0.1% +$365 0.02% 421
2022
Q1 		$312K Buy
6,538
+4
+0.1% +$257 0.02% 415
2021
Q4 		$425K Buy
6,534
+781
+14% +$53.9K 0.03% 367
2021
Q3 		$412K Buy
5,753
+2
+0% +$129 0.03% 370
2021
Q2 		$363K Buy
5,751
+2
+0% +$122 0.03% 388
2021
Q1 		$338K Sell
5,749
-2,501
-30% -$119K 0.03% 373
2020
Q4 		$357K Buy
8,250
+15
+0.2% +$545 0.03% 335
2020
Q3 		$262K Buy
+8,235
New +$259K 0.03% 339
2018
Q4 		– Sell
-722
Closed -$27K – 893
2018
Q3 		$27K Buy
722
+568
+369% +$25K ﹤0.01% 626
2018
Q2 		$6K Buy
+154
New +$6.41K ﹤0.01% 858

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
LTL
Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Chicago Partners Investment Group's UYG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its ProShares Ultra Financials (UYG) stake by 0.13% in Q2 2026, buying an estimated $968 and bringing the position to 9,489 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #718.

Chicago Partners Investment Group first reported a position in UYG in Q2 2018 and has held it in 26 quarters since. 27 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Chicago Partners Investment Group held 9,489 shares of ProShares Ultra Financials worth $875K as of Q2 2026.
  • Chicago Partners Investment Group bought 12 ProShares Ultra Financials shares in Q2 2026, an estimated $968.
  • ProShares Ultra Financials made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #718 holding.
  • Chicago Partners Investment Group first reported a position in ProShares Ultra Financials in Q2 2018 and has held it in 26 quarters since.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.