Michael J. Porro & Co. Financial Advisors, Inc. UYG — PROSHARES TR

Ownership history in Michael J. Porro & Co. Financial Advisors, Inc.  ·  1 quarter on record

AI Ownership Summary

Michael J. Porro & Co. Financial Advisors, Inc. reported PROSHARES TR (UYG) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 1.06% in 2026 Q3. The latest visible filing shows UYG at 1.06% 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.

What this UYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Michael J. Porro & Co. Financial Advisors, 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 Q3

UYG was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Michael J. Porro & Co. Financial Advisors, 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 13,766 — — 1.06% $1.3M 2026-10-08 $86.32

🏢 Other funds also holding UYG

As of 2026 Q3 — sorted by position size

TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.24% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Michael J. Porro & Co. Financial Advisors, 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 Michael J. Porro & Co. Financial Advisors, Inc. reported owning UYG?

Michael J. Porro & Co. Financial Advisors, Inc. reported UYG across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported UYG position in Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for UYG was 1.06% in 2026 Q3.

What is the latest reported UYG position on this page?

The most recent filing on this page is 2026 Q3, when Michael J. Porro & Co. Financial Advisors, Inc. reported 13,766 shares, equal to 1.06% of portfolio, with an estimated market value of $1.3M.

What does the chart on this UYG ownership page compare?

The chart compares Michael J. Porro & Co. Financial Advisors, 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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