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

MAI 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 		– Sell
-2,050
Closed -$150K – 4609
2026
Q1 		$150K Hold
2,050
– – ﹤0.01% 1620
2025
Q4 		$188K Buy
2,050
+995
+94% +$94.9K ﹤0.01% 1344
2025
Q3 		$105K Buy
1,055
+175
+20% +$16.9K ﹤0.01% 1554
2025
Q2 		$84.1K Sell
880
-5
-0.6% -$430 ﹤0.01% 1569
2025
Q1 		$78.9K Hold
885
– – ﹤0.01% 1516
2024
Q4 		$75.6K Buy
+885
New +$76.3K ﹤0.01% 1564

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
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
WA
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

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

MAI Capital Management sold out of ProShares Ultra Financials (UYG) in Q2 2026, closing a stake of 2,050 shares — an estimated $150K sold.

MAI Capital Management first reported a position in UYG in Q4 2024 and held it in 6 quarters. The position peaked at $188K in Q4 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • MAI Capital Management reported no remaining ProShares Ultra Financials position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,050 ProShares Ultra Financials shares in Q2 2026, an estimated $150K.
  • MAI Capital Management first reported a position in ProShares Ultra Financials in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's ProShares Ultra Financials position peaked at $188K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.