Regent Peak Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-2,256	Closed	-$207K	–	212
2025 Q4	$207K	Hold	2,256	–	–	0.04%	184
2025 Q3	$224K	Buy	+2,256	New	+$218K	0.04%	175
2025 Q1	$201K	Buy	+2,256	New	+$206K	0.05%	169
2021 Q1	–	Sell	-2,256	Closed	-$95K	–	946
2020 Q4	$95K	Buy	+2,256	New	+$81.9K	0.03%	225

Other funds holding UYG

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $127M AUM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Regent Peak Wealth Advisors's UYG Position: Q1 2026 in Review

Regent Peak Wealth Advisors sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 2,256 shares — an estimated $207K sold.

Regent Peak Wealth Advisors first reported a position in UYG in Q4 2020 and held it in 4 quarters. The position peaked at $224K in Q3 2025. 63 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

Regent Peak Wealth Advisors reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,256 ProShares Ultra Financials shares in Q1 2026, an estimated $207K.
Regent Peak Wealth Advisors first reported a position in ProShares Ultra Financials in Q4 2020 and held it in 4 quarters.
Regent Peak Wealth Advisors's ProShares Ultra Financials position peaked at $224K in Q3 2025.
63 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.