Cambridge Investment Research Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q4	–	Sell	-15,204	Closed	-$263K	–	3965
2025 Q3	$263K	Buy	15,204 +646	+4%	+$10.8K	﹤0.01%	3233
2025 Q2	$246K	Sell	14,558 -631	-4%	-$10.6K	﹤0.01%	3153
2025 Q1	$276K	Buy	+15,189	New	+$266K	﹤0.01%	2933

Other funds holding UBT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Cambridge Investment Research Advisors's UBT Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2025, closing a stake of 15,204 shares — an estimated $263K sold.

Cambridge Investment Research Advisors first reported a position in UBT in Q1 2025 and held it in 3 quarters. The position peaked at $276K in Q1 2025. 11 funds tracked by Wall St. Rank hold UBT as of Q4 2025.

Cambridge Investment Research Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 15,204 ProShares Ultra 20+ Year Treasury shares in Q4 2025, an estimated $263K.
Cambridge Investment Research Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q1 2025 and held it in 3 quarters.
Cambridge Investment Research Advisors's ProShares Ultra 20+ Year Treasury position peaked at $276K in Q1 2025.
11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.