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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
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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Godfrey Financial Associates's UYM Position: Q1 2026 in Review

Godfrey Financial Associates held its ProShares Ultra Materials (UYM) position steady in Q1 2026 at 1,806 shares worth $52.8K. The position accounts for 0.05% of the portfolio, ranked #226.

Godfrey Financial Associates first reported a position in UYM in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold UYM as of Q1 2026.

  • Godfrey Financial Associates held 1,806 shares of ProShares Ultra Materials worth $52.8K as of Q1 2026.
  • Godfrey Financial Associates left its ProShares Ultra Materials share count unchanged in Q1 2026.
  • ProShares Ultra Materials made up 0.05% of Godfrey Financial Associates's portfolio in Q1 2026, its #226 holding.
  • Godfrey Financial Associates first reported a position in ProShares Ultra Materials in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.