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Spire Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Spire Wealth Management’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 		$54.3K Sell
635
-69
-10% -$5.56K ﹤0.01% 1161
2026
Q1 		$51.7K Sell
704
-101
-13% -$8.3K ﹤0.01% 1164
2025
Q4 		$73.9K Sell
805
-93
-10% -$8.87K ﹤0.01% 1071
2025
Q3 		$89.1K Sell
898
-262
-23% -$25.3K ﹤0.01% 1026
2025
Q2 		$111K Sell
1,160
-67
-5% -$5.76K ﹤0.01% 936
2025
Q1 		$109K Hold
1,227
– – ﹤0.01% 1001
2024
Q4 		$105K Sell
1,227
-58
-5% -$5K ﹤0.01% 1017
2024
Q3 		$98.2K Buy
1,285
+80
+7% +$5.71K ﹤0.01% 917
2024
Q2 		$77.1K Sell
1,205
-64
-5% -$4.13K ﹤0.01% 975
2024
Q1 		$86.7K Sell
1,269
-67
-5% -$4.03K ﹤0.01% 1032
2023
Q4 		$74.5K Sell
1,336
-147
-10% -$6.91K ﹤0.01% 1078
2023
Q3 		$64.7K Sell
1,483
-213
-13% -$10.1K ﹤0.01% 1076
2023
Q2 		$77.4K Sell
1,696
-156
-8% -$6.71K ﹤0.01% 1047
2023
Q1 		$78.2K Buy
1,852
+5
+0.3% +$240 ﹤0.01% 1039
2022
Q4 		$84K Buy
1,847
+8
+0.4% +$362 ﹤0.01% 807
2022
Q3 		$70K Buy
1,839
+3
+0.2% +$141 ﹤0.01% 837
2022
Q2 		$79K Sell
1,836
-398
-18% -$20.7K ﹤0.01% 1121
2022
Q1 		$141K Buy
2,234
+193
+9% +$12.4K ﹤0.01% 1050
2021
Q4 		$138K Buy
2,041
+91
+5% +$6.29K ﹤0.01% 1272
2021
Q3 		$124K Sell
1,950
-450
-19% -$29K ﹤0.01% 1118
2021
Q2 		$148K Hold
2,400
– – ﹤0.01% 1050
2021
Q1 		$127K Buy
+2,400
New +$115K ﹤0.01% 1287

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Susquehanna International Group
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
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
WA
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

Spire Wealth Management's UYG Position: Q2 2026 in Review

Spire Wealth Management reduced its ProShares Ultra Financials (UYG) stake by 9.8% in Q2 2026, selling an estimated $5.56K and leaving 635 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Spire Wealth Management first reported a position in UYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $148K in Q2 2021. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Spire Wealth Management held 635 shares of ProShares Ultra Financials worth $54.3K as of Q2 2026.
  • Spire Wealth Management sold 69 ProShares Ultra Financials shares in Q2 2026, an estimated $5.56K.
  • ProShares Ultra Financials made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1161 holding.
  • Spire Wealth Management first reported a position in ProShares Ultra Financials in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ProShares Ultra Financials position peaked at $148K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.