Bank of Montreal’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Bank of Montreal’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71K	Buy	73 +70	+2,333%	+$2.9K	﹤0.01%	3770
2026 Q1	$170	Hold	3	–	–	﹤0.01%	3730
2025 Q4	$146	Hold	3	–	–	﹤0.01%	3579
2025 Q3	$162	Hold	3	–	–	﹤0.01%	3497
2025 Q2	$202	Sell	3 -132	-98%	-$11.7K	﹤0.01%	3487
2025 Q1	$13.7K	Buy	135 +132	+4,400%	+$11.9K	﹤0.01%	3273
2024 Q4	$270	Hold	3	–	–	﹤0.01%	3479
2024 Q3	$294	Hold	3	–	–	﹤0.01%	3801
2024 Q2	$357	Hold	3	–	–	﹤0.01%	3798
2024 Q1	$388	Hold	3	–	–	﹤0.01%	3827
2023 Q4	$587	Hold	3	–	–	﹤0.01%	3923
2023 Q3	$650	Hold	3	–	–	﹤0.01%	3738
2023 Q2	$675	Sell	3 -4	-57%	-$1.01K	﹤0.01%	3910
2023 Q1	$2.01K	Sell	7 -24	-77%	-$7.12K	﹤0.01%	3709
2022 Q4	$10.9K	Buy	+31	New	+$10.8K	﹤0.01%	3762
2020 Q2	–	Sell	-50	Closed	-$127K	–	4819
2020 Q1	$127K	Buy	+50	New	+$112K	﹤0.01%	2507
2019 Q1	–	Sell	-5	Closed	-$23K	–	4711
2018 Q4	$23K	Sell	5 -260	-98%	-$1.03M	﹤0.01%	3599
2018 Q3	$852K	Sell	265 -57	-18%	-$198K	﹤0.01%	2079
2018 Q2	$1.29M	Buy	+322	New	+$1.33M	﹤0.01%	1875
2017 Q4	–	Sell	-1	Closed	-$8K	–	4324
2017 Q3	$8K	Sell	1 -5	-83%	-$29.5K	﹤0.01%	3775
2017 Q2	$39K	Buy	+6	New	+$39.1K	﹤0.01%	3322

Other funds holding SPXU

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Bank of Montreal's SPXU Position: Q2 2026 in Review

Bank of Montreal increased its ProShares UltraPro Short S&P 500 (SPXU) stake by 2,333% in Q2 2026, buying an estimated $2.9K and bringing the position to 73 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

Bank of Montreal first reported a position in SPXU in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2018. 33 funds tracked by Wall St. Rank hold SPXU as of Q2 2026.

Bank of Montreal held 73 shares of ProShares UltraPro Short S&P 500 worth $2.71K as of Q2 2026.
Bank of Montreal bought 70 ProShares UltraPro Short S&P 500 shares in Q2 2026, an estimated $2.9K.
ProShares UltraPro Short S&P 500 made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3770 holding.
Bank of Montreal first reported a position in ProShares UltraPro Short S&P 500 in Q2 2017 and has held it in 21 quarters since.
Bank of Montreal's ProShares UltraPro Short S&P 500 position peaked at $1.29M in Q2 2018.
33 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.