HIA
UYG icon

Harbor Investment Advisory’s ProShares Ultra Financials UYG Stock Holding History

Harbor Investment Advisory’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 		$180K Hold
2,100
– – 0.01% 436
2026
Q1 		$154K Hold
2,100
– – 0.01% 450
2025
Q4 		$193K Hold
2,100
– – 0.01% 412
2025
Q3 		$208K Hold
2,100
– – 0.02% 391
2025
Q2 		$201K Hold
2,100
– – 0.02% 374
2025
Q1 		$187K Hold
2,100
– – 0.02% 379
2024
Q4 		$179K Hold
2,100
– – 0.02% 368
2024
Q3 		$160K Hold
2,100
– – 0.02% 374
2024
Q2 		$134K Hold
2,100
– – 0.01% 393
2024
Q1 		$143K Hold
2,100
– – 0.02% 388
2023
Q4 		$116K Sell
2,100
-2,000
-49% -$94.1K 0.01% 395
2023
Q3 		$179K Hold
4,100
– – 0.02% 323
2023
Q2 		$187K Hold
4,100
– – 0.03% 359
2023
Q1 		$173K Hold
4,100
– – 0.03% 375
2022
Q4 		$187K Hold
4,100
– – 0.03% 352
2022
Q3 		$156K Hold
4,100
– – 0.03% 372
2022
Q2 		$177K Hold
4,100
– – 0.03% 357
2022
Q1 		$259K Hold
4,100
– – 0.03% 319
2021
Q4 		$278K Hold
4,100
– – 0.04% 308
2021
Q3 		$260K Sell
4,100
-2,000
-33% -$129K 0.04% 317
2021
Q2 		$377K Sell
6,100
-2,424
-28% -$147K 0.05% 265
2021
Q1 		$450K Buy
8,524
+1,899
+29% +$90.6K 0.07% 219
2020
Q4 		$280K Sell
6,625
-2,500
-27% -$90.8K 0.04% 254
2020
Q3 		$282K Hold
9,125
– – 0.05% 228
2020
Q2 		$265K Sell
9,125
-450
-5% -$12.5K 0.06% 227
2020
Q1 		$227K Buy
9,575
+500
+6% +$22.7K 0.06% 212
2019
Q4 		$487K Buy
+9,075
New +$451K 0.11% 151

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
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
WA
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

Harbor Investment Advisory's UYG Position: Q2 2026 in Review

Harbor Investment Advisory held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 2,100 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #436.

Harbor Investment Advisory first reported a position in UYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $487K in Q4 2019. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Harbor Investment Advisory held 2,100 shares of ProShares Ultra Financials worth $180K as of Q2 2026.
  • Harbor Investment Advisory left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #436 holding.
  • Harbor Investment Advisory first reported a position in ProShares Ultra Financials in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's ProShares Ultra Financials position peaked at $487K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.