Diversify Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Diversify Wealth Management’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	$212K	Buy	+2,215	New	+$179K	﹤0.01%	1181

Other funds holding UYG

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diversify Wealth Management's UYG Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,215 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings.

27 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Diversify Wealth Management held 2,215 shares of ProShares Ultra Financials worth $212K as of Q2 2026.
ProShares Ultra Financials was a new Diversify Wealth Management position in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1181 holding.
27 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.