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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
Q2 		$602K Buy
+7,032
New +$567K 0.01% 1025
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 $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

Summit Financial's UYG Position: Q2 2026 in Review

Summit Financial opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 7,032 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Summit Financial previously reported a position in UYG as recently as Q4 2025.

Summit Financial first reported a position in UYG in Q1 2025 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Summit Financial held 7,032 shares of ProShares Ultra Financials worth $602K as of Q2 2026.
  • ProShares Ultra Financials was a new Summit Financial position in Q2 2026.
  • ProShares Ultra Financials made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1025 holding.
  • Summit Financial first reported a position in ProShares Ultra Financials in Q1 2025 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.