Plante Moran Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History

Plante Moran Financial 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	$31.8K	Hold	372	–	–	﹤0.01%	413
2026 Q1	$27.3K	Hold	372	–	–	﹤0.01%	394
2025 Q4	$34.1K	Hold	372	–	–	﹤0.01%	370
2025 Q3	$36.9K	Hold	372	–	–	﹤0.01%	381
2025 Q2	$35.5K	Hold	372	–	–	﹤0.01%	392
2025 Q1	$33.2K	Hold	372	–	–	﹤0.01%	407
2024 Q4	$31.8K	Hold	372	–	–	﹤0.01%	420
2024 Q3	$28.4K	Hold	372	–	–	﹤0.01%	471
2024 Q2	$23.8K	Buy	+372	New	+$24K	﹤0.01%	453

Other funds holding UYG

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 $1B AUM 19.18% 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

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Plante Moran Financial Advisors's UYG Position: Q2 2026 in Review

Plante Moran Financial Advisors held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 372 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Plante Moran Financial Advisors first reported a position in UYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.9K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Plante Moran Financial Advisors held 372 shares of ProShares Ultra Financials worth $31.8K as of Q2 2026.
Plante Moran Financial Advisors left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #413 holding.
Plante Moran Financial Advisors first reported a position in ProShares Ultra Financials in Q2 2024 and has held it in 9 quarters since.
Plante Moran Financial Advisors's ProShares Ultra Financials position peaked at $36.9K in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.