UPW PROSHARES TR
FollowPSHS ULTRA UTIL (fund)
8 managers (8 13F filers) reported a position in UPW shares at 2025-09-30, 12,855 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 1
- Reduced
- 3
- Sold out
- 5
- Shares held by filers
- 12,855
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 7,399 | $676K | <0.01% | -775 | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 5,021 | $459K | <0.01% | -20,614 | 13F-HRTimelineGroup |
| CX Institutional | 266 | $24K | <0.01% | new | 13F-HRTimeline |
| FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS… | 72 | $6.58K | <0.01% | new | 13F-HRTimelineGroup |
| Beacon Capital Management, Inc. | 52 | $4.75K | <0.01% | 0 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 44 | $4K | <0.01% | +16 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $119 | <0.01% | -24 | 13F-HR/ATimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $36 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |