Lowery Thomas LLC’s ProShares Ultra Financials UYG Stock Holding History

Lowery Thomas LLC’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	$277K	Buy	+3,242	New	+$261K	0.14%	54
2026 Q1	–	Sell	-2,687	Closed	-$247K	–	57
2025 Q4	$247K	Buy	2,687 +223	+9%	+$21.3K	0.14%	53
2025 Q3	$245K	Buy	2,464 +11	+0.4%	+$1.06K	0.14%	53
2025 Q2	$234K	Buy	2,453 +7	+0.3%	+$601	0.15%	50
2025 Q1	$218K	Buy	+2,446	New	+$223K	0.15%	53

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

Lowery Thomas LLC's UYG Position: Q2 2026 in Review

Lowery Thomas LLC opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 3,242 shares worth $277K. The stake represents 0.14% of the portfolio and ranks #54 among its holdings. This is a return to the name: Lowery Thomas LLC previously reported a position in UYG as recently as Q4 2025.

Lowery Thomas LLC first reported a position in UYG in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Lowery Thomas LLC held 3,242 shares of ProShares Ultra Financials worth $277K as of Q2 2026.
ProShares Ultra Financials was a new Lowery Thomas LLC position in Q2 2026.
ProShares Ultra Financials made up 0.14% of Lowery Thomas LLC's portfolio in Q2 2026, its #54 holding.
Lowery Thomas LLC first reported a position in ProShares Ultra Financials in Q1 2025 and has held it in 5 quarters since.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.