O'Shaughnessy Asset Management’s ProShares Ultra Financials UYG Stock Holding History

O'Shaughnessy Asset 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	$191K	Buy	+2,229	New	+$180K	﹤0.01%	2043

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

O'Shaughnessy Asset Management's UYG Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,229 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings.

77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

O'Shaughnessy Asset Management held 2,229 shares of ProShares Ultra Financials worth $191K as of Q2 2026.
ProShares Ultra Financials was a new O'Shaughnessy Asset Management position in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2043 holding.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.