Carson Wealth (CWM LLC)’s ProShares Ultra Real Estate URE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio URE Stock Details URE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,496	Closed	-$806K	–	5656
2025 Q3	$806K	Buy	+12,496	New	+$796K	﹤0.01%	1528
2017 Q1	–	Sell	-400	Closed	-$23K	–	1325
2016 Q4	$23K	Hold	400	–	–	﹤0.01%	563
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	523
2016 Q2	$26K	Hold	400	–	–	﹤0.01%	441
2016 Q1	$23K	Hold	400	–	–	﹤0.01%	428
2015 Q4	$21K	Hold	400	–	–	﹤0.01%	395
2015 Q3	$18K	Buy	+400	New	+$19.3K	﹤0.01%	380

Other funds holding URE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s URE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ProShares Ultra Real Estate (URE) in Q4 2025, closing a stake of 12,496 shares — an estimated $806K sold.

Carson Wealth (CWM LLC) first reported a position in URE in Q3 2015 and held it in 7 quarters. The position peaked at $806K in Q3 2025. 13 funds tracked by Wall St. Rank hold URE as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining ProShares Ultra Real Estate position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 12,496 ProShares Ultra Real Estate shares in Q4 2025, an estimated $806K.
Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Real Estate in Q3 2015 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s ProShares Ultra Real Estate position peaked at $806K in Q3 2025.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.