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Toth Financial Advisory’s ProShares Ultra Financials UYG Stock Holding History

Toth Financial Advisory’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 		$2.4M Hold
27,995
– – 0.23% 100
2026
Q1 		$2.06M Sell
27,995
-1,859
-6% -$153K 0.23% 99
2025
Q4 		$2.74M Sell
29,854
-5,066
-15% -$483K 0.3% 89
2025
Q3 		$3.47M Sell
34,920
-4,273
-11% -$413K 0.37% 82
2025
Q2 		$3.74M Sell
39,193
-7,515
-16% -$646K 0.44% 77
2025
Q1 		$4.16M Sell
46,708
-11,586
-20% -$1.06M 0.5% 69
2024
Q4 		$4.98M Sell
58,294
-12,648
-18% -$1.09M 0.59% 62
2024
Q3 		$5.42M Sell
70,942
-12,970
-15% -$925K 0.64% 55
2024
Q2 		$5.37M Sell
83,912
-5,756
-6% -$371K 0.68% 52
2024
Q1 		$6.13M Sell
89,668
-1,685
-2% -$101K 0.77% 49
2023
Q4 		$5.04M Buy
91,353
+1,519
+2% +$71.4K 0.68% 51
2023
Q3 		$3.92M Sell
89,834
-2,020
-2% -$95.4K 0.6% 67
2023
Q2 		$4.19M Buy
91,854
+1,455
+2% +$62.6K 0.61% 61
2023
Q1 		$3.82M Buy
90,399
+790
+0.9% +$37.9K 0.6% 64
2022
Q4 		$4.09M Sell
89,609
-24,210
-21% -$1.1M 0.66% 57
2022
Q3 		$4.32M Buy
113,819
+9,908
+10% +$465K 0.78% 51
2022
Q2 		$4.48M Buy
103,911
+1,512
+1% +$78.8K 0.78% 50
2022
Q1 		$6.46M Buy
102,399
+1,219
+1% +$78.3K 0.97% 40
2021
Q4 		$6.85M Buy
101,180
+2,828
+3% +$195K 0.93% 38
2021
Q3 		$6.23M Buy
98,352
+4,209
+4% +$271K 0.95% 39
2021
Q2 		$5.82M Sell
94,143
-1,638
-2% -$99.5K 0.89% 44
2021
Q1 		$5.05M Buy
95,781
+28,310
+42% +$1.35M 0.81% 45
2020
Q4 		$2.85M Buy
67,471
+14,878
+28% +$540K 0.49% 68
2020
Q3 		$1.63M Sell
52,593
-25,354
-33% -$798K 0.31% 79
2020
Q2 		$2.27M Buy
77,947
+24,137
+45% +$673K 0.49% 64
2020
Q1 		$1.28M Sell
53,810
-75,865
-59% -$3.44M 0.37% 72
2019
Q4 		$6.96M Sell
129,675
-5,090
-4% -$253K 1.41% 21
2019
Q3 		$6.32M Sell
134,765
-2,160
-2% -$98.9K 1.38% 25
2019
Q2 		$6.16M Sell
136,925
-2,550
-2% -$110K 1.38% 27
2019
Q1 		$5.59M Sell
139,475
-6,724
-5% -$261K 1.31% 27
2018
Q4 		$4.77M Sell
146,199
-7,514
-5% -$288K 1.3% 32
2018
Q3 		$6.65M Buy
153,713
+342
+0.2% +$15K 1.48% 24
2018
Q2 		$6.2M Buy
153,371
+125
+0.1% +$5.2K 1.45% 21
2018
Q1 		$6.29M Sell
153,246
-1,449
-0.9% -$63.4K 1.53% 18
2017
Q4 		$6.6M Buy
154,695
+141
+0.1% +$5.68K 1.56% 19
2017
Q3 		$5.81M Buy
154,554
+7,515
+5% +$267K 1.47% 23
2017
Q2 		$5.09M Sell
147,039
-324
-0.2% -$10.6K 1.33% 29
2017
Q1 		$4.77M Buy
147,363
+4,545
+3% +$148K 1.27% 29
2016
Q4 		$4.4M Buy
142,818
+1,425
+1% +$38.8K 1.26% 28
2016
Q3 		$3.42M Buy
141,393
+6,459
+5% +$155K 1.01% 45
2016
Q2 		$2.98M Sell
134,934
-12,780
-9% -$286K 0.91% 48
2016
Q1 		$3.17M Sell
147,714
-4,677
-3% -$92.4K 1.04% 44
2015
Q4 		$3.61M Buy
152,391
+111
+0.1% +$2.66K 1.19% 39
2015
Q3 		$3.27M Sell
152,280
-3,216
-2% -$77.9K 1.2% 39
2015
Q2 		$3.83M Sell
155,496
-582
-0.4% -$14.5K 1.28% 35
2015
Q1 		$3.78M Buy
156,078
+2,988
+2% +$71.8K 1.27% 36
2014
Q4 		$3.81M Buy
153,090
+2,226
+1% +$51.4K 1.32% 34
2014
Q3 		$3.24M Sell
150,864
-114
-0.1% -$2.44K 1.22% 39
2014
Q2 		$3.19M Sell
150,978
-90
-0.1% -$1.81K 1.21% 40
2014
Q1 		$3.08M Buy
151,068
+4,404
+3% +$85.6K 1.25% 37
2013
Q4 		$2.88M Buy
146,664
+4,926
+3% +$88.8K 1.22% 38
2013
Q3 		$2.32M Sell
141,738
-11,070
-7% -$185K 1.09% 39
2013
Q2 		$2.38M Buy
+152,808
New +$2.32M 1.17% 39

Other funds holding UYG

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Toth Financial Advisory's UYG Position: Q2 2026 in Review

Toth Financial Advisory held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 27,995 shares worth $2.4M. The position accounts for 0.23% of the portfolio, ranked #100.

Toth Financial Advisory first reported a position in UYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.96M in Q4 2019. 9 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Toth Financial Advisory held 27,995 shares of ProShares Ultra Financials worth $2.4M as of Q2 2026.
  • Toth Financial Advisory left its ProShares Ultra Financials share count unchanged in Q2 2026.
  • ProShares Ultra Financials made up 0.23% of Toth Financial Advisory's portfolio in Q2 2026, its #100 holding.
  • Toth Financial Advisory first reported a position in ProShares Ultra Financials in Q2 2013 and has held it in 53 quarters since.
  • Toth Financial Advisory's ProShares Ultra Financials position peaked at $6.96M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.