UAG
UYG icon

United Advisor Group’s ProShares Ultra Financials UYG Stock Holding History

United Advisor Group’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 		$211K Buy
+2,470
New +$199K 0.02% 509
2026
Q1 		– Sell
-3,134
Closed -$288K – 534
2025
Q4 		$288K Buy
3,134
+129
+4% +$12.3K 0.04% 386
2025
Q3 		$298K Buy
+3,005
New +$291K 0.04% 355

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

United Advisor Group's UYG Position: Q2 2026 in Review

United Advisor Group opened a new position in ProShares Ultra Financials (UYG) in Q2 2026: 2,470 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #509 among its holdings. This is a return to the name: United Advisor Group previously reported a position in UYG as recently as Q4 2025.

United Advisor Group first reported a position in UYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $298K in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • United Advisor Group held 2,470 shares of ProShares Ultra Financials worth $211K as of Q2 2026.
  • ProShares Ultra Financials was a new United Advisor Group position in Q2 2026.
  • ProShares Ultra Financials made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #509 holding.
  • United Advisor Group first reported a position in ProShares Ultra Financials in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's ProShares Ultra Financials position peaked at $298K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.