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EP Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

EP Wealth 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 		$115K Buy
+1,349
New +$109K ﹤0.01% 1641

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
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
WA
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

EP Wealth Advisors's UYG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 1,349 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1641 among its holdings.

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

  • EP Wealth Advisors held 1,349 shares of ProShares Ultra Financials worth $115K as of Q2 2026.
  • ProShares Ultra Financials was a new EP Wealth Advisors position in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1641 holding.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.