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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
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

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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 $929M AUM 53.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s UYG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its ProShares Ultra Financials (UYG) stake by 0.33% in Q1 2026, buying an estimated $1.07K and bringing the position to 4,005 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Wealthspire Advisors (New York) first reported a position in UYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,005 shares of ProShares Ultra Financials worth $294K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 13 ProShares Ultra Financials shares in Q1 2026, an estimated $1.07K.
  • ProShares Ultra Financials made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #733 holding.
  • Wealthspire Advisors (New York) first reported a position in ProShares Ultra Financials in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s ProShares Ultra Financials position peaked at $366K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.