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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

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

Strategic Investment Solutions's UYG Position: Q2 2026 in Review

Strategic Investment Solutions held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 1,200 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #206.

Strategic Investment Solutions first reported a position in UYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $119K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Strategic Investment Solutions held 1,200 shares of ProShares Ultra Financials worth $103K as of Q2 2026.
  • Strategic Investment Solutions left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #206 holding.
  • Strategic Investment Solutions first reported a position in ProShares Ultra Financials in Q3 2024 and has held it in 8 quarters since.
  • Strategic Investment Solutions's ProShares Ultra Financials position peaked at $119K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.