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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

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 44 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.
  • 44 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.