Farther Finance Advisors’s ProShares Ultra Financials UYG Stock Holding History

Farther Finance 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	$64.2K	Hold	750	–	–	﹤0.01%	3048
2026 Q1	$55K	Hold	750	–	–	﹤0.01%	2935
2025 Q4	$68.8K	Hold	750	–	–	﹤0.01%	2596
2025 Q3	$74.4K	Sell	750 -10	-1%	-$967	﹤0.01%	2213
2025 Q2	$72.6K	Buy	760 +160	+27%	+$13.7K	﹤0.01%	1931
2025 Q1	$53.3K	Buy	+600	New	+$54.7K	﹤0.01%	1867

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

Farther Finance Advisors's UYG Position: Q2 2026 in Review

Farther Finance Advisors held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 750 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Farther Finance Advisors first reported a position in UYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.4K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Farther Finance Advisors held 750 shares of ProShares Ultra Financials worth $64.2K as of Q2 2026.
Farther Finance Advisors left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3048 holding.
Farther Finance Advisors first reported a position in ProShares Ultra Financials in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's ProShares Ultra Financials position peaked at $74.4K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.