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Kestra Advisory Services’s ProShares Ultra Financials UYG Stock Holding History

Kestra Advisory Services’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 		$234K Buy
+2,736
New +$221K ﹤0.01% 2989
2026
Q1 		– Sell
-2,731
Closed -$251K – 4351
2025
Q4 		$251K Buy
2,731
+94
+4% +$8.97K ﹤0.01% 2692
2025
Q3 		$262K Buy
2,637
+5
+0.2% +$483 ﹤0.01% 2555
2025
Q2 		$252K Buy
2,632
+6
+0.2% +$516 ﹤0.01% 2494
2025
Q1 		$234K Sell
2,626
-153
-6% -$13.9K ﹤0.01% 2366
2024
Q4 		$237K Buy
2,779
+160
+6% +$13.8K ﹤0.01% 2390
2024
Q3 		$200K Sell
2,619
-647
-20% -$46.2K ﹤0.01% 2378
2024
Q2 		$209K Buy
3,266
+306
+10% +$19.7K ﹤0.01% 2377
2024
Q1 		$202K Sell
2,960
-13,075
-82% -$787K ﹤0.01% 2274
2023
Q4 		$885K Buy
16,035
+3
+0% +$141 0.01% 1194
2023
Q3 		$699K Buy
16,032
+212
+1% +$10K 0.01% 1181
2023
Q2 		$722K Sell
15,820
-7
-0% -$301 0.01% 1134
2023
Q1 		$669K Sell
15,827
-700
-4% -$33.6K 0.01% 1131
2022
Q4 		$754K Sell
16,527
-1,670
-9% -$75.5K 0.01% 1187
2022
Q3 		$691K Buy
18,197
+1,429
+9% +$67.1K 0.01% 1138
2022
Q2 		$724K Sell
16,768
-986
-6% -$51.4K 0.01% 1122
2022
Q1 		$1.12M Buy
17,754
+20
+0.1% +$1.28K 0.01% 907
2021
Q4 		$1.2M Buy
17,734
+253
+1% +$17.5K 0.01% 899
2021
Q3 		$1.11M Buy
17,481
+105
+0.6% +$6.77K 0.01% 964
2021
Q2 		$1.07M Buy
17,376
+230
+1% +$14K 0.01% 905
2021
Q1 		$905K Buy
17,146
+214
+1% +$10.2K 0.01% 919
2020
Q4 		$702K Buy
+16,932
New +$615K 0.01% 1038

Other funds holding UYG

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
LTL
Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Kestra Advisory Services's UYG Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,736 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2989 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in UYG as recently as Q4 2025.

Kestra Advisory Services first reported a position in UYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q4 2021. 27 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Kestra Advisory Services held 2,736 shares of ProShares Ultra Financials worth $234K as of Q2 2026.
  • ProShares Ultra Financials was a new Kestra Advisory Services position in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2989 holding.
  • Kestra Advisory Services first reported a position in ProShares Ultra Financials in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's ProShares Ultra Financials position peaked at $1.2M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.