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 Q1	$128K	Buy	+2,146	New	+$135K	﹤0.01%	403

Other funds holding URE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.2B AUM 37.55% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cassaday & Co Wealth Management's URE Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in ProShares Ultra Real Estate (URE) in Q1 2026: 2,146 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

13 funds tracked by Wall St. Rank hold URE as of Q1 2026.

Cassaday & Co Wealth Management held 2,146 shares of ProShares Ultra Real Estate worth $128K as of Q1 2026.
ProShares Ultra Real Estate was a new Cassaday & Co Wealth Management position in Q1 2026.
ProShares Ultra Real Estate made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #403 holding.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.