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Summit Financial’s ProShares Ultra Financials UYG Stock Holding History

Summit Financial’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
Q1 		– Sell
-2,424
Closed -$222K – 1470
2025
Q4 		$222K Buy
2,424
+82
+4% +$7.82K ﹤0.01% 1202
2025
Q3 		$232K Buy
2,342
+10
+0.4% +$967 ﹤0.01% 1155
2025
Q2 		$223K Buy
2,332
+5
+0.2% +$430 0.01% 759
2025
Q1 		$207K Buy
+2,327
New +$212K 0.01% 687

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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 $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

Summit Financial's UYG Position: Q1 2026 in Review

Summit Financial sold out of ProShares Ultra Financials (UYG) in Q1 2026, closing a stake of 2,424 shares — an estimated $222K sold.

Summit Financial first reported a position in UYG in Q1 2025 and held it in 4 quarters. The position peaked at $232K in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Summit Financial reported no remaining ProShares Ultra Financials position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 2,424 ProShares Ultra Financials shares in Q1 2026, an estimated $222K.
  • Summit Financial first reported a position in ProShares Ultra Financials in Q1 2025 and held it in 4 quarters.
  • Summit Financial's ProShares Ultra Financials position peaked at $232K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.