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AE Wealth Management’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

AE Wealth Management’s Portfolio UBT Stock Details UBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74K Hold
168
– – ﹤0.01% 2451
2025
Q4 		$2.78K Buy
+168
New +$2.93K ﹤0.01% 2311

Other funds holding UBT

PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's UBT Position: Q1 2026 in Review

AE Wealth Management held its ProShares Ultra 20+ Year Treasury (UBT) position steady in Q1 2026 at 168 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

AE Wealth Management first reported a position in UBT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.78K in Q4 2025. 11 funds tracked by Wall St. Rank hold UBT as of Q1 2026.

  • AE Wealth Management held 168 shares of ProShares Ultra 20+ Year Treasury worth $2.74K as of Q1 2026.
  • AE Wealth Management left its ProShares Ultra 20+ Year Treasury share count unchanged in Q1 2026.
  • ProShares Ultra 20+ Year Treasury made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2451 holding.
  • AE Wealth Management first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's ProShares Ultra 20+ Year Treasury position peaked at $2.78K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.