Focus Partners Wealth’s ProShares Ultra Financials UYG Stock Holding History

Focus Partners Wealth’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	$2.09M	Sell	24,429 -21	-0.1%	-$1.69K	﹤0.01%	1337
2026 Q1	$1.79M	Buy	24,450 +271	+1%	+$22.3K	﹤0.01%	1361
2025 Q4	$2.3M	Buy	24,179 +10,063	+71%	+$960K	﹤0.01%	1261
2025 Q3	$1.4M	Buy	14,116 +2,413	+21%	+$233K	﹤0.01%	1154
2025 Q2	$1.12M	Buy	11,703 +8	+0.1%	+$687	﹤0.01%	1098
2025 Q1	$1.04M	Hold	11,695	–	–	﹤0.01%	1058
2024 Q4	$999K	Buy	11,695 +2,695	+30%	+$232K	﹤0.01%	1058
2024 Q3	$688K	Buy	+9,000	New	+$642K	﹤0.01%	1050

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

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

CICI

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

Focus Partners Wealth's UYG Position: Q2 2026 in Review

Focus Partners Wealth reduced its ProShares Ultra Financials (UYG) stake by 0.09% in Q2 2026, selling an estimated $1.69K and leaving 24,429 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Focus Partners Wealth first reported a position in UYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q4 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Focus Partners Wealth held 24,429 shares of ProShares Ultra Financials worth $2.09M as of Q2 2026.
Focus Partners Wealth sold 21 ProShares Ultra Financials shares in Q2 2026, an estimated $1.69K.
ProShares Ultra Financials made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1337 holding.
Focus Partners Wealth first reported a position in ProShares Ultra Financials in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's ProShares Ultra Financials position peaked at $2.3M in Q4 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

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