Independent Financial Group’s ProShares Ultra Financials UYG Stock Holding History

Independent Financial 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 Q3	$453K	Hold	5,413	–	–	0.01%	1057
2026 Q2	$463K	Hold	5,413	–	–	0.01%	1036
2026 Q1	$397K	Hold	5,413	–	–	0.01%	1036
2025 Q4	$497K	Sell	5,413 -30	-0.6%	-$2.86K	0.01%	901
2025 Q3	$540K	Hold	5,443	–	–	0.01%	821
2025 Q2	$520K	Hold	5,443	–	–	0.01%	766
2025 Q1	$485K	Sell	5,443 -264	-5%	-$24.1K	0.02%	722
2024 Q4	$488K	Sell	5,707 -1,204	-17%	-$104K	0.02%	698
2024 Q3	$528K	Buy	6,911 +1,499	+28%	+$107K	0.02%	635
2024 Q2	$346K	Sell	5,412 -1	-0%	-$64	0.01%	766
2024 Q1	$370K	Buy	5,413 +1,607	+42%	+$96.7K	0.02%	693
2023 Q4	$210K	Buy	+3,806	New	+$179K	0.01%	872
2022 Q1	–	Sell	-3,000	Closed	-$203K	–	858
2021 Q4	$203K	Sell	3,000 -900	-23%	-$62.2K	0.02%	729
2021 Q3	$247K	Hold	3,900	–	–	0.03%	597
2021 Q2	$241K	Hold	3,900	–	–	0.03%	601
2021 Q1	$206K	Buy	+3,900	New	+$186K	0.03%	592

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's UYG Position: Q3 2026 in Review

Independent Financial Group held its ProShares Ultra Financials (UYG) position steady in Q3 2026 at 5,413 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1057.

Independent Financial Group first reported a position in UYG in Q1 2021 and has held it in 16 quarters since. The position peaked at $540K in Q3 2025. 4 funds tracked by Wall St. Rank hold UYG as of Q3 2026.

Independent Financial Group held 5,413 shares of ProShares Ultra Financials worth $453K as of Q3 2026.
Independent Financial Group left its ProShares Ultra Financials share count unchanged in Q3 2026.
ProShares Ultra Financials made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1057 holding.
Independent Financial Group first reported a position in ProShares Ultra Financials in Q1 2021 and has held it in 16 quarters since.
Independent Financial Group's ProShares Ultra Financials position peaked at $540K in Q3 2025.
4 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.