KIG
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Kennedy Investment Group’s ProShares Ultra Financials UYG Stock Holding History

Kennedy Investment 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
Q2 		$351K Hold
4,100
– – 0.12% 115
2026
Q1 		$301K Hold
4,100
– – 0.12% 115
2025
Q4 		$376K Hold
4,100
– – 0.14% 105
2025
Q3 		$407K Hold
4,100
– – 0.16% 102
2025
Q2 		$392K Hold
4,100
– – 0.17% 104
2025
Q1 		$366K Hold
4,100
– – 0.17% 97
2024
Q4 		$350K Hold
4,100
– – 0.16% 97
2024
Q3 		$313K Hold
4,100
– – 0.14% 100
2024
Q2 		$262K Hold
4,100
– – 0.13% 104
2024
Q1 		$280K Hold
4,100
– – 0.15% 101
2023
Q4 		$226K Buy
+4,100
New +$193K 0.13% 109

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

Kennedy Investment Group's UYG Position: Q2 2026 in Review

Kennedy Investment Group held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 4,100 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #115.

Kennedy Investment Group first reported a position in UYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $407K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Kennedy Investment Group held 4,100 shares of ProShares Ultra Financials worth $351K as of Q2 2026.
  • Kennedy Investment Group left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up 0.12% of Kennedy Investment Group's portfolio in Q2 2026, its #115 holding.
  • Kennedy Investment Group first reported a position in ProShares Ultra Financials in Q4 2023 and has held it in 11 quarters since.
  • Kennedy Investment Group's ProShares Ultra Financials position peaked at $407K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.