Parisi Gray Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Parisi Gray Wealth 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	$202K	Buy	+2,356	New	+$190K	0.04%	149
2026 Q1	–	Sell	-2,462	Closed	-$226K	–	143
2025 Q4	$226K	Buy	2,462 +198	+9%	+$18.9K	0.05%	125
2025 Q3	$225K	Sell	2,264 -440	-16%	-$42.5K	0.06%	118
2025 Q2	$258K	Buy	2,704 +7	+0.3%	+$601	0.07%	106
2025 Q1	$240K	Hold	2,697	–	–	0.08%	101
2024 Q4	$230K	Sell	2,697 -14	-0.5%	-$1.21K	0.07%	96
2024 Q3	$207K	Buy	+2,711	New	+$193K	0.07%	104
2023 Q4	–	Sell	-5,338	Closed	-$233K	–	105
2023 Q3	$233K	Buy	5,338 +4	+0.1%	+$189	0.11%	92
2023 Q2	$225K	Buy	+5,334	New	+$230K	0.1%	93
2023 Q1	–	Sell	-5,332	Closed	-$243K	–	104
2022 Q4	$243K	Buy	+5,332	New	+$241K	0.12%	89
2022 Q3	–	Sell	-5,327	Closed	-$230K	–	102
2022 Q2	$230K	Buy	5,327 +1	+0%	+$52	0.12%	92
2022 Q1	$336K	Sell	5,326 -47	-0.9%	-$3.02K	0.14%	89
2021 Q4	$364K	Sell	5,373 -61	-1%	-$4.21K	0.14%	93
2021 Q3	$349K	Buy	5,434 +1	+0%	+$64	0.14%	101
2021 Q2	$336K	Hold	5,433	–	–	0.12%	105
2021 Q1	$287K	Buy	5,433 +1	+0%	+$48	0.12%	106
2020 Q4	$230K	Buy	+5,432	New	+$197K	0.1%	110
2020 Q1	–	Sell	-5,632	Closed	-$302K	–	116
2019 Q4	$302K	Hold	5,632	–	–	0.17%	84
2019 Q3	$264K	Hold	5,632	–	–	0.18%	87
2019 Q2	$253K	Hold	5,632	–	–	0.17%	88
2019 Q1	$226K	Hold	5,632	–	–	0.14%	91
2018 Q4	$181K	Hold	5,632	–	–	0.12%	98
2018 Q3	$246K	Sell	5,632 -68	-1%	-$2.99K	0.15%	96
2018 Q2	$234K	Hold	5,700	–	–	0.16%	99
2018 Q1	$230K	Hold	5,700	–	–	0.18%	94
2017 Q4	$242K	Buy	+5,700	New	+$230K	0.18%	94

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

Parisi Gray Wealth Management's UYG Position: Q2 2026 in Review

Parisi Gray Wealth Management opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,356 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Parisi Gray Wealth Management previously reported a position in UYG as recently as Q4 2025.

Parisi Gray Wealth Management first reported a position in UYG in Q4 2017 and has held it in 26 quarters since. The position peaked at $364K in Q4 2021. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Parisi Gray Wealth Management held 2,356 shares of ProShares Ultra Financials worth $202K as of Q2 2026.
ProShares Ultra Financials was a new Parisi Gray Wealth Management position in Q2 2026.
ProShares Ultra Financials made up 0.04% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #149 holding.
Parisi Gray Wealth Management first reported a position in ProShares Ultra Financials in Q4 2017 and has held it in 26 quarters since.
Parisi Gray Wealth Management's ProShares Ultra Financials position peaked at $364K in Q4 2021.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.