Waverly Advisors’s ProShares Ultra Financials UYG Stock Holding History

Waverly Advisors’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	$877K	Hold	10,250	–	–	0.01%	941
2026 Q1	$752K	Hold	10,250	–	–	0.01%	919
2025 Q4	$941K	Hold	10,250	–	–	0.01%	785
2025 Q3	$1.02M	Hold	10,250	–	–	0.01%	635
2025 Q2	$979K	Hold	10,250	–	–	0.01%	625
2025 Q1	$914K	Hold	10,250	–	–	0.01%	626
2024 Q4	$876K	Buy	+10,250	New	+$884K	0.01%	547

Other funds holding UYG

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Waverly Advisors's UYG Position: Q2 2026 in Review

Waverly Advisors held its ProShares Ultra Financials (UYG) position steady in Q2 2026 at 10,250 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #941.

Waverly Advisors first reported a position in UYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

Waverly Advisors held 10,250 shares of ProShares Ultra Financials worth $877K as of Q2 2026.
Waverly Advisors left its ProShares Ultra Financials share count unchanged in Q2 2026.
ProShares Ultra Financials made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #941 holding.
Waverly Advisors first reported a position in ProShares Ultra Financials in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's ProShares Ultra Financials position peaked at $1.02M in Q3 2025.
77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.