KIG
UYG icon

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
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 $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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
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