Flagship Harbor Advisors’s ProShares Ultra Financials UYG Stock Holding History

Flagship Harbor 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 Q1	–	Sell	-1,047	Closed	-$96.1K	–	2127
2025 Q4	$96.1K	Buy	+1,047	New	+$99.9K	﹤0.01%	881
2020 Q4	–	Sell	-1,047	Closed	-$32K	–	1712
2020 Q3	$32K	Hold	1,047	–	–	﹤0.01%	995
2020 Q2	$30K	Hold	1,047	–	–	﹤0.01%	1002
2020 Q1	$25K	Hold	1,047	–	–	0.01%	970
2019 Q4	$56K	Hold	1,047	–	–	0.01%	781
2019 Q3	$49K	Hold	1,047	–	–	0.01%	781
2019 Q2	$47K	Hold	1,047	–	–	0.01%	774
2019 Q1	$41K	Sell	1,047 -294	-22%	-$11.4K	0.01%	814
2018 Q4	$43K	Hold	1,341	–	–	0.01%	761
2018 Q3	$58K	Hold	1,341	–	–	0.01%	753
2018 Q2	$54K	Buy	+1,341	New	+$55.8K	0.01%	764

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

CPIG

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Flagship Harbor Advisors's UYG Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 1,047 shares — an estimated $96.1K sold.

Flagship Harbor Advisors first reported a position in UYG in Q2 2018 and held it in 11 quarters. The position peaked at $96.1K in Q4 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

Flagship Harbor Advisors reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,047 ProShares Ultra Financials shares in Q1 2026, an estimated $96.1K.
Flagship Harbor Advisors first reported a position in ProShares Ultra Financials in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's ProShares Ultra Financials position peaked at $96.1K in Q4 2025.
62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.