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UG Investment Advisers’s ProShares VIX Short-Term Futures ETF VIXY Stock Holding History

UG Investment Advisers’s Portfolio VIXY Stock Details VIXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.16M Buy
195,325
+106,595
+120% +$2.8M 4.03% 7
2026
Q1 		$3.05M Sell
88,730
-14,286
-14% -$411K 2.06% 12
2025
Q4 		$2.64M Buy
+103,016
New +$3.27M 0.61% 9

Other funds holding VIXY

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

UG Investment Advisers's VIXY Position: Q2 2026 in Review

UG Investment Advisers increased its ProShares VIX Short-Term Futures ETF (VIXY) stake by 120% in Q2 2026, buying an estimated $2.8M and bringing the position to 195,325 shares worth $4.16M. The position accounts for 4.03% of the portfolio, ranked #7.

UG Investment Advisers first reported a position in VIXY in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold VIXY as of Q2 2026.

  • UG Investment Advisers held 195,325 shares of ProShares VIX Short-Term Futures ETF worth $4.16M as of Q2 2026.
  • UG Investment Advisers bought 106,595 ProShares VIX Short-Term Futures ETF shares in Q2 2026, an estimated $2.8M.
  • ProShares VIX Short-Term Futures ETF made up 4.03% of UG Investment Advisers's portfolio in Q2 2026, its #7 holding.
  • UG Investment Advisers first reported a position in ProShares VIX Short-Term Futures ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held ProShares VIX Short-Term Futures ETF as of Q2 2026.

Based on UG Investment Advisers's 13F filing for Q2 2026, filed 23 Jul 2026.