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Capital Investment Counsel Inc’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Capital Investment Counsel Inc’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
Q2 		$245K Hold
15,000
– – 0.03% 186
2026
Q1 		$245K Buy
15,000
+6,000
+67% +$101K 0.03% 176
2025
Q4 		$149K Buy
+9,000
New +$157K 0.02% 205

Other funds holding UBT

Citigroup
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GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Capital Investment Counsel Inc's UBT Position: Q2 2026 in Review

Capital Investment Counsel Inc held its ProShares Ultra 20+ Year Treasury (UBT) position steady in Q2 2026 at 15,000 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #186.

Capital Investment Counsel Inc first reported a position in UBT in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold UBT as of Q2 2026.

  • Capital Investment Counsel Inc held 15,000 shares of ProShares Ultra 20+ Year Treasury worth $245K as of Q2 2026.
  • Capital Investment Counsel Inc left its ProShares Ultra 20+ Year Treasury share count unchanged in Q2 2026.
  • ProShares Ultra 20+ Year Treasury made up 0.03% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #186 holding.
  • Capital Investment Counsel Inc first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.