Wealthspire Advisors (New York)
UYG icon

Wealthspire Advisors (New York)’s ProShares Ultra Financials UYG Stock Holding History

Wealthspire Advisors (New York)’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 		$325K Sell
3,801
-204
-5% -$16.4K ﹤0.01% 967
2026
Q1 		$294K Buy
4,005
+13
+0.3% +$1.07K ﹤0.01% 733
2025
Q4 		$366K Buy
3,992
+3,991
+399,100% +$381K ﹤0.01% 719
2025
Q3 		$100 Buy
+1
New +$97 ﹤0.01% 2993

Other funds holding UYG

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Quantinno Capital Management
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
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s UYG Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its ProShares Ultra Financials (UYG) stake by 5.1% in Q2 2026, selling an estimated $16.4K and leaving 3,801 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Wealthspire Advisors (New York) first reported a position in UYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 77 funds tracked by Wall St. Rank hold UYG as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,801 shares of ProShares Ultra Financials worth $325K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 204 ProShares Ultra Financials shares in Q2 2026, an estimated $16.4K.
  • ProShares Ultra Financials made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #967 holding.
  • Wealthspire Advisors (New York) first reported a position in ProShares Ultra Financials in Q3 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s ProShares Ultra Financials position peaked at $366K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.