Strategic Investment Solutions’s ProShares Ultra Financials UYG Stock Holding History

Strategic Investment Solutions’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	$103K	Hold	1,200	–	–	0.02%	206
2026 Q1	$88.1K	Hold	1,200	–	–	0.02%	211
2025 Q4	$110K	Hold	1,200	–	–	0.03%	174
2025 Q3	$119K	Hold	1,200	–	–	0.03%	160
2025 Q2	$115K	Hold	1,200	–	–	0.03%	152
2025 Q1	$107K	Hold	1,200	–	–	0.03%	135
2024 Q4	$103K	Hold	1,200	–	–	0.03%	139
2024 Q3	$91.7K	Buy	+1,200	New	+$85.6K	0.03%	152

Other funds holding UYG

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return