Savant Capital’s ProShares Ultra Financials UYG Stock Holding History

Savant Capital’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	$614K	Buy	7,689 +3,905	+103%	+$315K	﹤0.01%	1117
2026 Q1	$278K	Buy	3,784 +11	+0.3%	+$905	﹤0.01%	1220
2025 Q4	$346K	Hold	3,773	–	–	﹤0.01%	986
2025 Q3	$374K	Hold	3,773	–	–	﹤0.01%	918
2025 Q2	$361K	Hold	3,773	–	–	﹤0.01%	882
2025 Q1	$336K	Sell	3,773 -30	-0.8%	-$2.73K	﹤0.01%	791
2024 Q4	$325K	Hold	3,803	–	–	﹤0.01%	1070
2024 Q3	$291K	Sell	3,803 -250	-6%	-$17.8K	﹤0.01%	1102
2024 Q2	$259K	Sell	4,053 -197	-5%	-$12.7K	﹤0.01%	1038
2024 Q1	$290K	Hold	4,250	–	–	﹤0.01%	909
2023 Q4	$235K	Sell	4,250 -2,000	-32%	-$94.1K	﹤0.01%	775
2023 Q3	$273K	Sell	6,250 -2,900	-32%	-$137K	﹤0.01%	682
2023 Q2	$417K	Hold	9,150	–	–	0.01%	551
2023 Q1	$386K	Buy	+9,150	New	+$439K	0.01%	529

Other funds holding UYG

CCWM

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 $1.02B AUM 28.36% 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

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

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

Savant Capital's UYG Position: Q2 2026 in Review

Savant Capital increased its ProShares Ultra Financials (UYG) stake by 103% in Q2 2026, buying an estimated $315K and bringing the position to 7,689 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Savant Capital first reported a position in UYG in Q1 2023 and has held it in 14 quarters since. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Savant Capital held 7,689 shares of ProShares Ultra Financials worth $614K as of Q2 2026.
Savant Capital bought 3,905 ProShares Ultra Financials shares in Q2 2026, an estimated $315K.
ProShares Ultra Financials made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1117 holding.
Savant Capital first reported a position in ProShares Ultra Financials in Q1 2023 and has held it in 14 quarters since.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.