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Steigerwald Gordon & Koch’s ProShares Ultra Financials UYG Stock Holding History

Steigerwald Gordon & Koch’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 		$25.7K Hold
300
– – ﹤0.01% 402
2026
Q1 		$22K Hold
300
– – ﹤0.01% 412
2025
Q4 		$27.5K Hold
300
– – ﹤0.01% 403
2025
Q3 		$29.8K Buy
+300
New +$29K ﹤0.01% 376

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

Steigerwald Gordon & Koch's UYG Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 300 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Steigerwald Gordon & Koch first reported a position in UYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.8K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Steigerwald Gordon & Koch held 300 shares of ProShares Ultra Financials worth $25.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #402 holding.
  • Steigerwald Gordon & Koch first reported a position in ProShares Ultra Financials in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's ProShares Ultra Financials position peaked at $29.8K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.