Great Valley Advisor Group’s ProShares Ultra Financials UYG Stock Holding History

Great Valley Advisor Group’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	$211K	Buy	+2,465	New	+$199K	﹤0.01%	976
2026 Q1	–	Sell	-2,718	Closed	-$249K	–	1044
2025 Q4	$249K	Sell	2,718 -42	-2%	-$4.01K	﹤0.01%	831
2025 Q3	$274K	Buy	2,760 +8	+0.3%	+$773	0.01%	792
2025 Q2	$263K	Buy	2,752 +5	+0.2%	+$430	0.01%	781
2025 Q1	$245K	Hold	2,747	–	–	0.01%	780
2024 Q4	$235K	Sell	2,747 -29	-1%	-$2.5K	0.01%	764
2024 Q3	$212K	Buy	+2,776	New	+$198K	0.01%	792

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Great Valley Advisor Group's UYG Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,465 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in UYG as recently as Q4 2025.

Great Valley Advisor Group first reported a position in UYG in Q3 2024 and has held it in 7 quarters since. The position peaked at $274K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Great Valley Advisor Group held 2,465 shares of ProShares Ultra Financials worth $211K as of Q2 2026.
ProShares Ultra Financials was a new Great Valley Advisor Group position in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #976 holding.
Great Valley Advisor Group first reported a position in ProShares Ultra Financials in Q3 2024 and has held it in 7 quarters since.
Great Valley Advisor Group's ProShares Ultra Financials position peaked at $274K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.