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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
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 $4.69B AUM 20.56% 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 $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Waverly Advisors's UYG Position: Q1 2026 in Review

Waverly Advisors held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 10,250 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #919.

Waverly Advisors first reported a position in UYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Waverly Advisors held 10,250 shares of ProShares Ultra Financials worth $752K as of Q1 2026.
  • Waverly Advisors left its ProShares Ultra Financials share count unchanged in Q1 2026.
  • ProShares Ultra Financials made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #919 holding.
  • Waverly Advisors first reported a position in ProShares Ultra Financials in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's ProShares Ultra Financials position peaked at $1.02M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.