KENNEDY INVESTMENT GROUP, INC. UYG PROSHARES TR

Ownership history in KENNEDY INVESTMENT GROUP, INC.  ·  11 quarters on record

AI Ownership Summary

KENNEDY INVESTMENT GROUP, INC. reported PROSHARES TR (UYG) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows UYG at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KENNEDY INVESTMENT GROUP, INC.'s position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UYG was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KENNEDY INVESTMENT GROUP, INC. held UYG — position size vs. price
% of Fund (quarterly)    UYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 4,100 0% 0.12% $351K 2026-07-30 $96.00
2026 Q1 UNCHANGED 4,100 0% 0.12% $301K 2026-04-22 $81.50
2025 Q4 UNCHANGED 4,100 0% 0.14% $376K 2026-02-06 $88.75
2025 Q3 UNCHANGED 4,100 0% 0.16% $407K 2025-10-28 $85.79
2025 Q2 UNCHANGED 4,100 0% 0.17% $392K 2025-07-16 $84.17
2025 Q1 UNCHANGED 4,100 0% 0.17% $366K 2025-04-22 $70.04
2024 Q4 UNCHANGED 4,100 0% 0.16% $350K 2025-01-22 $82.60
2024 Q3 UNCHANGED 4,100 0% 0.14% $313K 2024-10-21 $73.75
2024 Q2 UNCHANGED 4,100 0% 0.13% $262K 2024-07-18 $62.81
2024 Q1 UNCHANGED 4,100 0% 0.15% $280K 2024-04-22 $56.75
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KENNEDY INVESTMENT GROUP, INC. and UYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has KENNEDY INVESTMENT GROUP, INC. reported owning UYG?

KENNEDY INVESTMENT GROUP, INC. reported UYG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UYG position in KENNEDY INVESTMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for UYG was 0.17% in 2025 Q1.

What is the latest reported UYG position on this page?

The most recent filing on this page is 2026 Q2, when KENNEDY INVESTMENT GROUP, INC. reported 4,100 shares, equal to 0.12% of portfolio, with an estimated market value of $351K.

What does the chart on this UYG ownership page compare?

The chart compares KENNEDY INVESTMENT GROUP, INC.'s quarterly UYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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