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Pension & Wealth Management Advisors’s ProShares Ultra Materials UYM Stock Holding History

Pension & Wealth Management Advisors’s Portfolio UYM Stock Details UYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23K Hold
41
– – ﹤0.01% 512
2026
Q1 		$1.2K Hold
41
– – ﹤0.01% 481
2025
Q4 		$1.01K Buy
41
+1
+3% +$23 ﹤0.01% 491
2025
Q3 		$990 Hold
40
– – ﹤0.01% 505
2025
Q2 		$962 Hold
40
– – ﹤0.01% 461
2025
Q1 		$947 Hold
40
– – ﹤0.01% 441
2024
Q4 		$920 Hold
40
– – ﹤0.01% 440
2024
Q3 		$1.22K Hold
40
– – ﹤0.01% 338
2024
Q2 		$1.04K Hold
40
– – ﹤0.01% 330
2024
Q1 		$1.17K Hold
40
– – ﹤0.01% 322
2023
Q4 		$1K Buy
+40
New +$876 ﹤0.01% 295

Other funds holding UYM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GFA
Godfrey Financial Associates Glenmont, New York $131M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's UYM Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its ProShares Ultra Materials (UYM) position steady in Q2 2026 at 41 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Pension & Wealth Management Advisors first reported a position in UYM in Q4 2023 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold UYM as of Q2 2026.

  • Pension & Wealth Management Advisors held 41 shares of ProShares Ultra Materials worth $1.23K as of Q2 2026.
  • Pension & Wealth Management Advisors left its ProShares Ultra Materials share count unchanged in Q2 2026.
  • ProShares Ultra Materials made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #512 holding.
  • Pension & Wealth Management Advisors first reported a position in ProShares Ultra Materials in Q4 2023 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.