Creative Planning
UYG icon

Creative Planning’s ProShares Ultra Financials UYG Stock Holding History

Creative Planning’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
Q1 		$336K Buy
4,574
+451
+11% +$37.1K ﹤0.01% 3339
2025
Q4 		$378K Sell
4,123
-173
-4% -$16.5K ﹤0.01% 3072
2025
Q3 		$426K Buy
4,296
+593
+16% +$57.3K ﹤0.01% 2859
2025
Q2 		$354K Sell
3,703
-120
-3% -$10.3K ﹤0.01% 2760
2025
Q1 		$341K Buy
3,823
+103
+3% +$9.39K ﹤0.01% 2634
2024
Q4 		$318K Buy
3,720
+1,097
+42% +$94.6K ﹤0.01% 2614
2024
Q3 		$200K Buy
+2,623
New +$187K ﹤0.01% 2840
2022
Q1 		– Sell
-5,502
Closed -$372K – 2445
2021
Q4 		$372K Hold
5,502
– – ﹤0.01% 1484
2021
Q3 		$349K Hold
5,502
– – ﹤0.01% 1502
2021
Q2 		$340K Sell
5,502
-647
-11% -$39.3K ﹤0.01% 1499
2021
Q1 		$324K Buy
6,149
+1
+0% +$48 ﹤0.01% 1747
2020
Q4 		$260K Sell
6,148
-999
-14% -$36.3K ﹤0.01% 1711
2020
Q3 		$221K Buy
7,147
+1
+0% +$31 ﹤0.01% 1619
2020
Q2 		$208K Buy
+7,146
New +$199K ﹤0.01% 1505
2020
Q1 		– Sell
-6,484
Closed -$348K – 2086
2019
Q4 		$348K Sell
6,484
-3,478
-35% -$173K ﹤0.01% 1314
2019
Q3 		$467K Buy
9,962
+3,902
+64% +$179K ﹤0.01% 1109
2019
Q2 		$272K Hold
6,060
– – ﹤0.01% 1431
2019
Q1 		$243K Sell
6,060
-302
-5% -$11.7K ﹤0.01% 1459
2018
Q4 		$208K Buy
6,362
+308
+5% +$11.8K ﹤0.01% 1468
2018
Q3 		$262K Hold
6,054
– – ﹤0.01% 1493
2018
Q2 		$245K Buy
6,054
+120
+2% +$4.99K ﹤0.01% 1496
2018
Q1 		$244K Sell
5,934
-4,410
-43% -$193K ﹤0.01% 1478
2017
Q4 		$441K Buy
10,344
+3
+0% +$121 ﹤0.01% 1152
2017
Q3 		$389K Hold
10,341
– – ﹤0.01% 1172
2017
Q2 		$358K Hold
10,341
– – ﹤0.01% 1188
2017
Q1 		$335K Buy
10,341
+600
+6% +$19.5K ﹤0.01% 1202
2016
Q4 		$300K Hold
9,741
– – ﹤0.01% 1186
2016
Q3 		$236K Hold
9,741
– – ﹤0.01% 1312
2016
Q2 		$215K Hold
9,741
– – ﹤0.01% 1224
2016
Q1 		$209K Hold
9,741
– – ﹤0.01% 1192
2015
Q4 		$231K Sell
9,741
-2,454
-20% -$58.9K ﹤0.01% 1121
2015
Q3 		$262K Buy
+12,195
New +$295K ﹤0.01% 1034
2015
Q2 		– Sell
-11,586
Closed -$280K – 2947
2015
Q1 		$280K Hold
11,586
– – ﹤0.01% 1034
2014
Q4 		$288K Buy
11,586
+3,702
+47% +$85.5K ﹤0.01% 958
2014
Q3 		$169K Hold
7,884
– – ﹤0.01% 1157
2014
Q2 		$166K Buy
7,884
+3,600
+84% +$72.3K ﹤0.01% 1132
2014
Q1 		$87K Hold
4,284
– – ﹤0.01% 1490
2013
Q4 		$84K Sell
4,284
-300
-7% -$5.41K ﹤0.01% 1303
2013
Q3 		$75K Sell
4,584
-3,120
-40% -$52K ﹤0.01% 1294
2013
Q2 		$120K Buy
+7,704
New +$117K ﹤0.01% 892

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Creative Planning's UYG Position: Q1 2026 in Review

Creative Planning increased its ProShares Ultra Financials (UYG) stake by 11% in Q1 2026, buying an estimated $37.1K and bringing the position to 4,574 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Creative Planning first reported a position in UYG in Q2 2013 and has held it in 40 quarters since. The position peaked at $467K in Q3 2019. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Creative Planning held 4,574 shares of ProShares Ultra Financials worth $336K as of Q1 2026.
  • Creative Planning bought 451 ProShares Ultra Financials shares in Q1 2026, an estimated $37.1K.
  • ProShares Ultra Financials made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3339 holding.
  • Creative Planning first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 40 quarters since.
  • Creative Planning's ProShares Ultra Financials position peaked at $467K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.