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Phillip James Consulting’s ProShares Ultra Financials UYG Stock Holding History

Phillip James Consulting’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 		$3.25K Buy
+38
New +$3.06K ﹤0.01% 198

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

Phillip James Consulting's UYG Position: Q2 2026 in Review

Phillip James Consulting opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 38 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

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

  • Phillip James Consulting held 38 shares of ProShares Ultra Financials worth $3.25K as of Q2 2026.
  • ProShares Ultra Financials was a new Phillip James Consulting position in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Phillip James Consulting's portfolio in Q2 2026, its #198 holding.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.