Coastal Bridge Advisors’s ProShares Ultra Financials UYG Stock Holding History

Coastal Bridge Advisors’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	$469K	Hold	5,484	–	–	0.03%	331
2026 Q1	$403K	Hold	5,484	–	–	0.03%	339
2025 Q4	$503K	Hold	5,484	–	–	0.04%	305
2025 Q3	$544K	Hold	5,484	–	–	0.04%	286
2025 Q2	$524K	Hold	5,484	–	–	0.04%	286
2025 Q1	$489K	Buy	+5,484	New	+$500K	0.04%	286

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

Coastal Bridge Advisors's UYG Position: Q2 2026 in Review

Coastal Bridge Advisors held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 5,484 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #331.

Coastal Bridge Advisors first reported a position in UYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $544K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Coastal Bridge Advisors held 5,484 shares of ProShares Ultra Financials worth $469K as of Q2 2026.
Coastal Bridge Advisors left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #331 holding.
Coastal Bridge Advisors first reported a position in ProShares Ultra Financials in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's ProShares Ultra Financials position peaked at $544K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.