Cassaday & Co Wealth Management’s ProShares Ultra Real Estate URE Stock Holding History

Cassaday & Co Wealth Management’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
2026 Q2	$148K	Hold	2,146	–	–	﹤0.01%	404
2026 Q1	$128K	Buy	+2,146	New	+$135K	﹤0.01%	403

Other funds holding URE

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Cassaday & Co Wealth Management's URE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its ProShares Ultra Real Estate (URE) position steady in Q2 2026 at 2,146 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Cassaday & Co Wealth Management first reported a position in URE in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold URE as of Q2 2026.

Cassaday & Co Wealth Management held 2,146 shares of ProShares Ultra Real Estate worth $148K as of Q2 2026.
Cassaday & Co Wealth Management left its ProShares Ultra Real Estate share count unchanged in Q2 2026.
ProShares Ultra Real Estate made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #404 holding.
Cassaday & Co Wealth Management first reported a position in ProShares Ultra Real Estate in Q1 2026 and has held it in 2 quarters since.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.