James J. Burns & Company’s ProShares Ultra Financials UYG Stock Holding History

James J. Burns & Company’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	–	Sell	-2,857	Closed	-$262K	–	164
2025 Q4	$262K	Hold	2,857	–	–	0.04%	139
2025 Q3	$284K	Hold	2,857	–	–	0.04%	131
2025 Q2	$273K	Hold	2,857	–	–	0.04%	128
2025 Q1	$255K	Hold	2,857	–	–	0.05%	126
2024 Q4	$244K	Hold	2,857	–	–	0.04%	134
2024 Q3	$218K	Buy	+2,857	New	+$204K	0.04%	131

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

TFA

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $127M AUM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

James J. Burns & Company's UYG Position: Q1 2026 in Review

James J. Burns & Company sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 2,857 shares — an estimated $262K sold.

James J. Burns & Company first reported a position in UYG in Q3 2024 and held it in 6 quarters. The position peaked at $284K in Q3 2025. 63 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

James J. Burns & Company reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 2,857 ProShares Ultra Financials shares in Q1 2026, an estimated $262K.
James J. Burns & Company first reported a position in ProShares Ultra Financials in Q3 2024 and held it in 6 quarters.
James J. Burns & Company's ProShares Ultra Financials position peaked at $284K in Q3 2025.
63 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.