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Independent Financial Group’s ProShares UltraShort Energy DUG Stock Holding History

Independent Financial Group’s Portfolio DUG Stock Details DUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Hold
13,800
– – 0.01% 1257
2026
Q1 		$232K Buy
+13,800
New +$316K 0.01% 1303

Other funds holding DUG

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Independent Financial Group's DUG Position: Q2 2026 in Review

Independent Financial Group held its ProShares UltraShort Energy (DUG) position steady in Q2 2026 at 13,800 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1257.

Independent Financial Group first reported a position in DUG in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold DUG as of Q2 2026.

  • Independent Financial Group held 13,800 shares of ProShares UltraShort Energy worth $295K as of Q2 2026.
  • Independent Financial Group left its ProShares UltraShort Energy share count unchanged in Q2 2026.
  • ProShares UltraShort Energy made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1257 holding.
  • Independent Financial Group first reported a position in ProShares UltraShort Energy in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held ProShares UltraShort Energy as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.