Valley National Advisers’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.3K | Hold |
120
| – | – | ﹤0.01% | 617 |
|
|
2026
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 645 |
|
|
2025
Q4 | $11K | Buy |
+120
| New | +$11.4K | ﹤0.01% | 595 |
|
|
2025
Q3 | – | Sell |
-120
| Closed | -$11K | – | 898 |
|
|
2025
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $10K | Hold |
120
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 547 |
|
|
2024
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 539 |
|
|
2024
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 764 |
|
|
2023
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 683 |
|
|
2022
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $7K | Hold |
120
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 617 |
|
|
2020
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 605 |
|
|
2020
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 628 |
|
|
2020
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 616 |
|
|
2019
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 576 |
|
|
2019
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 561 |
|
|
2019
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 563 |
|
|
2018
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 515 |
|
|
2018
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 477 |
|
|
2017
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 483 |
|
|
2017
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 493 |
|
|
2017
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 494 |
|
|
2016
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 516 |
|
|
2016
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 509 |
|
|
2016
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 509 |
|
|
2016
Q1 | $3K | Buy |
+120
| New | +$2.37K | ﹤0.01% | 509 |
|
Other funds holding UYG
CCWM
TFA
PFPG
QCM
IAN
WA
CPIG
Valley National Advisers's UYG Position: Q2 2026 in Review
Valley National Advisers held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 120 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #617.
Valley National Advisers first reported a position in UYG in Q1 2016 and has held it in 41 quarters since. The position peaked at $11K in Q4 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.
- Valley National Advisers held 120 shares of ProShares Ultra Financials worth $10.3K as of Q2 2026.
- Valley National Advisers left its ProShares Ultra Financials share count unchanged in Q2 2026.
- ProShares Ultra Financials made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #617 holding.
- Valley National Advisers first reported a position in ProShares Ultra Financials in Q1 2016 and has held it in 41 quarters since.
- Valley National Advisers's ProShares Ultra Financials position peaked at $11K in Q4 2025.
- 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.