Lazari Capital Management’s ProShares Ultra Financials UYG Stock Holding History

Lazari Capital Management’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	$300K	Hold	3,510	–	–	0.09%	133
2026 Q1	$258K	Hold	3,510	–	–	0.09%	134
2025 Q4	$322K	Hold	3,510	–	–	0.11%	112
2025 Q3	$348K	Hold	3,510	–	–	0.12%	102
2025 Q2	$335K	Hold	3,510	–	–	0.13%	99
2025 Q1	$313K	Hold	3,510	–	–	0.13%	98
2024 Q4	$300K	Hold	3,510	–	–	0.12%	100
2024 Q3	$268K	Hold	3,510	–	–	0.11%	114
2024 Q2	$225K	Hold	3,510	–	–	0.1%	118
2024 Q1	$240K	Buy	+3,510	New	+$211K	0.13%	92

Other funds holding UYG

CCWM

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

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

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

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

Lazari Capital Management's UYG Position: Q2 2026 in Review

Lazari Capital Management held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 3,510 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #133.

Lazari Capital Management first reported a position in UYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Lazari Capital Management held 3,510 shares of ProShares Ultra Financials worth $300K as of Q2 2026.
Lazari Capital Management left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #133 holding.
Lazari Capital Management first reported a position in ProShares Ultra Financials in Q1 2024 and has held it in 10 quarters since.
Lazari Capital Management's ProShares Ultra Financials position peaked at $348K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.