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Aspect Partners’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Aspect Partners’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
2024
Q4 		– Sell
-648
Closed -$13.8K – 617
2024
Q3 		$13.8K Buy
+648
New +$13.5K 0.01% 231

Other funds holding UBT

Susquehanna International Group
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RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Aspect Partners's UBT Position: Q4 2024 in Review

Aspect Partners sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2024, closing a stake of 648 shares — an estimated $13.8K sold.

Aspect Partners first reported a position in UBT in Q3 2024 and held it in 1 quarter. The position peaked at $13.8K in Q3 2024. 15 funds tracked by Wall St. Rank hold UBT as of Q4 2024.

  • Aspect Partners reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2024 after selling out during the quarter.
  • Aspect Partners sold 648 ProShares Ultra 20+ Year Treasury shares in Q4 2024, an estimated $13.8K.
  • Aspect Partners first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2024 and held it in 1 quarter.
  • Aspect Partners's ProShares Ultra 20+ Year Treasury position peaked at $13.8K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2024.

Based on Aspect Partners's 13F filing for Q4 2024, filed 3 Feb 2025.