LPL Financial
UYG icon

LPL Financial’s ProShares Ultra Financials UYG Stock Holding History

LPL Financial’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 		– Sell
-4,221
Closed -$387K – 6164
2025
Q4 		$387K Buy
4,221
+1,061
+34% +$101K ﹤0.01% 4948
2025
Q3 		$314K Buy
3,160
+452
+17% +$43.7K ﹤0.01% 5020
2025
Q2 		$259K Buy
+2,708
New +$233K ﹤0.01% 4885
2024
Q2 		– Sell
-6,834
Closed -$467K – 5146
2024
Q1 		$467K Buy
+6,834
New +$411K ﹤0.01% 3846
2023
Q3 		– Sell
-4,883
Closed -$223K – 4800
2023
Q2 		$223K Hold
4,883
– – ﹤0.01% 4077
2023
Q1 		$206K Sell
4,883
-841
-15% -$40.4K ﹤0.01% 4022
2022
Q4 		$261K Buy
+5,724
New +$259K ﹤0.01% 3766
2020
Q1 		– Sell
-9,661
Closed -$518K – 3429
2019
Q4 		$518K Sell
9,661
-6,052
-39% -$301K ﹤0.01% 2348
2019
Q3 		$737K Sell
15,713
-332
-2% -$15.2K ﹤0.01% 1959
2019
Q2 		$721K Buy
16,045
+3,243
+25% +$140K ﹤0.01% 1971
2019
Q1 		$513K Sell
12,802
-5,251
-29% -$204K ﹤0.01% 2211
2018
Q4 		$589K Sell
18,053
-325
-2% -$12.4K ﹤0.01% 1918
2018
Q3 		$795K Buy
18,378
+680
+4% +$29.9K ﹤0.01% 1853
2018
Q2 		$716K Buy
17,698
+817
+5% +$34K ﹤0.01% 1893
2018
Q1 		$693K Sell
16,881
-1,512
-8% -$66.2K ﹤0.01% 1869
2017
Q4 		$784K Buy
18,393
+2,718
+17% +$109K ﹤0.01% 1712
2017
Q3 		$590K Sell
15,675
-279
-2% -$9.91K ﹤0.01% 1817
2017
Q2 		$553K Sell
15,954
-7,017
-31% -$229K ﹤0.01% 1810
2017
Q1 		$741K Sell
22,971
-5,229
-19% -$170K 0.01% 1479
2016
Q4 		$882K Sell
28,200
-15,120
-35% -$412K 0.01% 1304
2016
Q3 		$1.03M Sell
43,320
-2,475
-5% -$59.2K 0.01% 1164
2016
Q2 		$981K Sell
45,795
-174,396
-79% -$3.9M 0.01% 1181
2016
Q1 		$4.62M Sell
220,191
-7,311
-3% -$144K 0.01% 756
2015
Q4 		$5.22M Buy
227,502
+94,530
+71% +$2.27M 0.01% 700
2015
Q3 		$3M Sell
132,972
-5,430
-4% -$132K 0.02% 663
2015
Q2 		$3.46M Sell
138,402
-4,362
-3% -$109K 0.02% 659
2015
Q1 		$3.45M Sell
142,764
-6,666
-4% -$160K 0.02% 667
2014
Q4 		$3.71M Sell
149,430
-7,524
-5% -$174K 0.02% 610
2014
Q3 		$3.3M Sell
156,954
-10,518
-6% -$226K 0.02% 620
2014
Q2 		$3.54M Sell
167,472
-9,966
-6% -$200K 0.02% 609
2014
Q1 		$3.61M Sell
177,438
-11,178
-6% -$217K 0.02% 554
2013
Q4 		$3.7M Sell
188,616
-3,090
-2% -$55.7K 0.02% 540
2013
Q3 		$3.29M Sell
191,706
-18,594
-9% -$310K 0.02% 557
2013
Q2 		$3.27M Buy
+210,300
New +$3.19M 0.02% 520

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

LPL Financial's UYG Position: Q1 2026 in Review

LPL Financial sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 4,221 shares — an estimated $387K sold.

LPL Financial first reported a position in UYG in Q2 2013 and held it in 34 quarters. The position peaked at $5.22M in Q4 2015. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • LPL Financial reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 4,221 ProShares Ultra Financials shares in Q1 2026, an estimated $387K.
  • LPL Financial first reported a position in ProShares Ultra Financials in Q2 2013 and held it in 34 quarters.
  • LPL Financial's ProShares Ultra Financials position peaked at $5.22M in Q4 2015.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.