GFA
UYM icon

Godfrey Financial Associates’s ProShares Ultra Materials UYM Stock Holding History

Godfrey Financial Associates’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9K Sell
1,176
-630
-35% -$19.2K 0.03% 279
2026
Q1 		$52.8K Hold
1,806
– – 0.05% 226
2025
Q4 		$44.3K Buy
+1,806
New +$42.2K 0.04% 233

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Godfrey Financial Associates's UYM Position: Q2 2026 in Review

Godfrey Financial Associates reduced its ProShares Ultra Materials (UYM) stake by 35% in Q2 2026, selling an estimated $19.2K and leaving 1,176 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #279.

Godfrey Financial Associates first reported a position in UYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.8K in Q1 2026. 12 funds tracked by Wall St. Rank hold UYM as of Q2 2026.

  • Godfrey Financial Associates held 1,176 shares of ProShares Ultra Materials worth $34.9K as of Q2 2026.
  • Godfrey Financial Associates sold 630 ProShares Ultra Materials shares in Q2 2026, an estimated $19.2K.
  • ProShares Ultra Materials made up 0.03% of Godfrey Financial Associates's portfolio in Q2 2026, its #279 holding.
  • Godfrey Financial Associates first reported a position in ProShares Ultra Materials in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's ProShares Ultra Materials position peaked at $52.8K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.