BFC Planning, Inc.’s ProShares Ultra Financials UYG Stock Holding History

BFC Planning, Inc.’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	$174K	Buy	2,038 +2	+0.1%	+$161	0.01%	991
2026 Q1	$149K	Buy	2,036 +3	+0.1%	+$247	0.01%	971
2025 Q4	$187K	Buy	2,033 +109	+6%	+$10.4K	0.01%	889
2025 Q3	$191K	Buy	1,924 +5	+0.3%	+$483	0.01%	681
2025 Q2	$183K	Buy	1,919 +4	+0.2%	+$344	0.01%	668
2025 Q1	$171K	Hold	1,915	–	–	0.02%	672
2024 Q4	$164K	Buy	+1,915	New	+$165K	0.01%	689

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

MJPC

Michael J. Porro & Co Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.9% 1-Year Est. Return

BFC Planning, Inc.'s UYG Position: Q2 2026 in Review

BFC Planning, Inc. increased its ProShares Ultra Financials (UYG) stake by 0.1% in Q2 2026, buying an estimated $161 and bringing the position to 2,038 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #991.

BFC Planning, Inc. first reported a position in UYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $191K in Q3 2025. 80 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

BFC Planning, Inc. held 2,038 shares of ProShares Ultra Financials worth $174K as of Q2 2026.
BFC Planning, Inc. bought 2 ProShares Ultra Financials shares in Q2 2026, an estimated $161.
ProShares Ultra Financials made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #991 holding.
BFC Planning, Inc. first reported a position in ProShares Ultra Financials in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s ProShares Ultra Financials position peaked at $191K in Q3 2025.
80 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.