UPW PROSHARES TR
FollowPSHS ULTRA UTIL (fund)
12 managers (12 13F filers) reported a position in UPW shares at 2025-06-30, 42,959 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 6
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 42,959
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 25,635 | $2.07M | <0.01% | +17,073 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 8,174 | $661K | <0.01% | -608 | 13F-HR/ATimelineGroup |
| Freedom Investment Management, Inc. | 5,821 | $470K | 0.04% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 3,086 | $249K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 65 | $5.25K | <0.01% | new | 13F-HRTimelineGroup |
| SIMPLEX TRADING, LLC | 73 | $5K | <0.01% | new | 13F-HRTimeline |
| Beacon Capital Management, Inc. | 52 | $4.2K | <0.01% | new | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 28 | $2.3K | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 25 | $2.08K | <0.01% | +4 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 0 | $51 | <0.01% | new | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $32 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |