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Michael J. Porro & Co. Financial Advisors, Inc.’s ProShares Ultra Financials UYG Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025
Q4 		$1.26M Buy
+13,766
New +$1.31M 1.06% 32

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
WAM
WealthCare Asset Management Springfield, Missouri $241M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

Michael J. Porro & Co. Financial Advisors, Inc.'s UYG Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in ProShares Ultra Financials (UYG) in Q4 2025: 13,766 shares worth $1.26M. The stake represents 1.06% of the portfolio and ranks #32 among its holdings.

74 funds tracked by Wall St. Rank hold UYG as of Q4 2025.

  • Michael J. Porro & Co. Financial Advisors, Inc. held 13,766 shares of ProShares Ultra Financials worth $1.26M as of Q4 2025.
  • ProShares Ultra Financials was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
  • ProShares Ultra Financials made up 1.06% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #32 holding.
  • 74 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.