Private Advisor Group’s ProShares Ultra Financials UYG Stock Holding History

Private Advisor Group’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	$257K	Hold	3,000	–	–	﹤0.01%	2200
2026 Q1	$220K	Hold	3,000	–	–	﹤0.01%	2399
2025 Q4	$275K	Hold	3,000	–	–	﹤0.01%	2211
2025 Q3	$298K	Hold	3,000	–	–	﹤0.01%	2097
2025 Q2	$287K	Hold	3,000	–	–	﹤0.01%	2007
2025 Q1	$267K	Hold	3,000	–	–	﹤0.01%	1934
2024 Q4	$256K	Hold	3,000	–	–	﹤0.01%	1953
2024 Q3	$229K	Buy	+3,000	New	+$214K	﹤0.01%	2129
2024 Q2	–	Sell	-3,000	Closed	-$205K	–	2470
2024 Q1	$205K	Buy	+3,000	New	+$181K	﹤0.01%	2101
2022 Q1	–	Sell	-3,000	Closed	-$203K	–	2289
2021 Q4	$203K	Buy	+3,000	New	+$207K	﹤0.01%	1928
2020 Q3	–	Sell	-3,000	Closed	-$87K	–	3340
2020 Q2	$87K	Buy	+3,000	New	+$83.6K	﹤0.01%	1796
2018 Q4	–	Sell	-5,353	Closed	-$232K	–	1583
2018 Q3	$232K	Sell	5,353 -291	-5%	-$12.8K	﹤0.01%	1368
2018 Q2	$230K	Buy	+5,644	New	+$235K	﹤0.01%	1118
2018 Q1	–	Sell	-6,684	Closed	-$292K	–	1381
2017 Q4	$292K	Buy	+6,684	New	+$269K	0.01%	891
2017 Q1	–	Sell	-7,200	Closed	-$227K	–	1459
2016 Q4	$227K	Buy	+7,200	New	+$196K	0.01%	1090
2015 Q3	–	Sell	-8,400	Closed	-$207K	–	1126
2015 Q2	$207K	Hold	8,400	–	–	0.01%	938
2015 Q1	$203K	Hold	8,400	–	–	0.01%	889
2014 Q4	$209K	Buy	8,400 +4,200	+100%	+$97K	0.01%	862
2014 Q3	$90K	Buy	+4,200	New	+$90.1K	0.01%	970

Other funds holding UYG

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

LCM

Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return

LTL

Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Private Advisor Group's UYG Position: Q2 2026 in Review

Private Advisor Group held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 3,000 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Private Advisor Group first reported a position in UYG in Q3 2014 and has held it in 19 quarters since. The position peaked at $298K in Q3 2025. 27 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Private Advisor Group held 3,000 shares of ProShares Ultra Financials worth $257K as of Q2 2026.
Private Advisor Group left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2200 holding.
Private Advisor Group first reported a position in ProShares Ultra Financials in Q3 2014 and has held it in 19 quarters since.
Private Advisor Group's ProShares Ultra Financials position peaked at $298K in Q3 2025.
27 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.