Hartford Financial Management’s ProShares Ultra Financials UYG Stock Holding History

Hartford Financial Management’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 Q1	$30.8K	Hold	420	–	–	0.01%	222
2025 Q4	$38.5K	Hold	420	–	–	0.01%	204
2025 Q3	$41.7K	Hold	420	–	–	0.01%	199
2025 Q2	$40.1K	Hold	420	–	–	0.01%	204
2025 Q1	$37.4K	Hold	420	–	–	0.01%	223
2024 Q4	$35.9K	Hold	420	–	–	0.01%	234
2024 Q3	$32.1K	Hold	420	–	–	0.01%	251
2024 Q2	$26.9K	Hold	420	–	–	0.01%	258
2024 Q1	$28.7K	Hold	420	–	–	0.01%	263
2023 Q4	$23.2K	Hold	420	–	–	0.01%	269
2023 Q3	$18.3K	Hold	420	–	–	﹤0.01%	265
2023 Q2	$19.2K	Hold	420	–	–	﹤0.01%	251
2023 Q1	$17.7K	Hold	420	–	–	﹤0.01%	253
2022 Q4	$19.2K	Hold	420	–	–	0.01%	248
2022 Q3	$16K	Hold	420	–	–	﹤0.01%	254
2022 Q2	$18K	Hold	420	–	–	0.01%	250
2022 Q1	$27K	Hold	420	–	–	0.01%	244
2021 Q4	$28K	Hold	420	–	–	0.01%	243
2021 Q3	$27K	Hold	420	–	–	0.01%	241
2021 Q2	$26K	Hold	420	–	–	0.01%	238
2021 Q1	$22K	Hold	420	–	–	0.01%	246
2020 Q4	$18K	Hold	420	–	–	﹤0.01%	256
2020 Q3	$13K	Hold	420	–	–	﹤0.01%	252
2020 Q2	$12K	Hold	420	–	–	﹤0.01%	260
2020 Q1	$10K	Hold	420	–	–	﹤0.01%	265
2019 Q4	$23K	Hold	420	–	–	0.01%	250
2019 Q3	$20K	Hold	420	–	–	0.01%	261
2019 Q2	$19K	Hold	420	–	–	0.01%	266
2019 Q1	$17K	Hold	420	–	–	0.01%	277
2018 Q4	$14K	Hold	420	–	–	0.01%	295
2018 Q3	$18K	Hold	420	–	–	0.01%	285
2018 Q2	$17K	Hold	420	–	–	0.01%	290
2018 Q1	$17K	Hold	420	–	–	0.01%	234
2017 Q4	$17K	Hold	420	–	–	0.01%	229
2017 Q3	$15K	Hold	420	–	–	0.01%	263
2017 Q2	$14K	Hold	420	–	–	0.01%	255
2017 Q1	$13K	Hold	420	–	–	0.01%	251
2016 Q4	$13K	Hold	420	–	–	0.01%	217
2016 Q3	$10K	Hold	420	–	–	0.01%	240
2016 Q2	$9K	Hold	420	–	–	0.01%	224
2016 Q1	$9K	Hold	420	–	–	0.01%	217
2015 Q4	$9K	Hold	420	–	–	0.01%	215
2015 Q3	$9K	Hold	420	–	–	0.01%	201
2015 Q2	$10K	Buy	+420	New	+$10.5K	0.01%	213
2015 Q1	–	Sell	-420	Closed	-$10K	–	216
2014 Q4	$10K	Hold	420	–	–	0.01%	192
2014 Q3	$9K	Hold	420	–	–	0.01%	219
2014 Q2	$8K	Hold	420	–	–	﹤0.01%	227
2014 Q1	$8K	Hold	420	–	–	0.01%	210
2013 Q4	$8K	Hold	420	–	–	0.01%	203
2013 Q3	$6K	Hold	420	–	–	﹤0.01%	222
2013 Q2	$7K	Buy	+420	New	+$6.37K	﹤0.01%	219

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Hartford Financial Management's UYG Position: Q1 2026 in Review

Hartford Financial Management held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 420 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #222.

Hartford Financial Management first reported a position in UYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $41.7K in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

Hartford Financial Management held 420 shares of ProShares Ultra Financials worth $30.8K as of Q1 2026.
Hartford Financial Management left its ProShares Ultra Financials share count unchanged in Q1 2026.
ProShares Ultra Financials made up 0.01% of Hartford Financial Management's portfolio in Q1 2026, its #222 holding.
Hartford Financial Management first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 51 quarters since.
Hartford Financial Management's ProShares Ultra Financials position peaked at $41.7K in Q3 2025.
62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.