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UYG icon

NewEdge Advisors’s ProShares Ultra Financials UYG Stock Holding History

NewEdge Advisors’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 		$96.9K Hold
1,133
– – ﹤0.01% 2959
2026
Q1 		$83.1K Hold
1,133
– – ﹤0.01% 2802
2025
Q4 		$104K Hold
1,133
– – ﹤0.01% 2751
2025
Q3 		$112K Hold
1,133
– – ﹤0.01% 2568
2025
Q2 		$108K Hold
1,133
– – ﹤0.01% 2395
2025
Q1 		$101K Hold
1,133
– – ﹤0.01% 2287
2024
Q4 		$96.8K Hold
1,133
– – ﹤0.01% 2289
2024
Q3 		$86.6K Hold
1,133
– – ﹤0.01% 2239
2024
Q2 		$72.5K Hold
1,133
– – ﹤0.01% 2218
2024
Q1 		$77.4K Hold
1,133
– – ﹤0.01% 2150
2023
Q4 		$62.5K Hold
1,133
– – ﹤0.01% 2145
2023
Q3 		$49.4K Hold
1,133
– – ﹤0.01% 2099
2023
Q2 		$51.7K Hold
1,133
– – ﹤0.01% 2072
2023
Q1 		$47.8K Hold
1,133
– – ﹤0.01% 2026
2022
Q4 		$52 Buy
+1,133
New +$51.3K ﹤0.01% 3466
2017
Q3 		– Sell
-1,107
Closed -$38.8K – 1089
2017
Q2 		$38.8K Buy
+1,107
New +$36.1K 0.01% 582

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

NewEdge Advisors's UYG Position: Q2 2026 in Review

NewEdge Advisors held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 1,133 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

NewEdge Advisors first reported a position in UYG in Q2 2017 and has held it in 16 quarters since. The position peaked at $112K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • NewEdge Advisors held 1,133 shares of ProShares Ultra Financials worth $96.9K as of Q2 2026.
  • NewEdge Advisors left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2959 holding.
  • NewEdge Advisors first reported a position in ProShares Ultra Financials in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's ProShares Ultra Financials position peaked at $112K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.