Balance Wealth’s ProShares Ultra Industrials UXI Stock Holding History

Balance Wealth’s Portfolio UXI Stock Details UXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6K	Buy	+118	New	+$6.87K	﹤0.01%	620

Other funds holding UXI

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

FAI

FAI Advisors, Inc. Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Balance Wealth's UXI Position: Q3 2026 in Review

Balance Wealth opened a new position in ProShares Ultra Industrials (UXI) in Q3 2026: 118 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings.

4 funds tracked by Wall St. Rank hold UXI as of Q3 2026.

Balance Wealth held 118 shares of ProShares Ultra Industrials worth $6K as of Q3 2026.
ProShares Ultra Industrials was a new Balance Wealth position in Q3 2026.
ProShares Ultra Industrials made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #620 holding.
4 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.