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Clearstead Advisors’s ProShares Ultra Real Estate URE Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-368
Closed -$23.2K – 3250
2025
Q2 		$23.2K Buy
368
+2
+0.5% +$124 ﹤0.01% 1566
2025
Q1 		$23.9K Hold
366
– – ﹤0.01% 1368
2024
Q4 		$22.9K Buy
366
+4
+1% +$283 ﹤0.01% 1341
2024
Q3 		$27.6K Buy
362
+3
+0.8% +$204 ﹤0.01% 1344
2024
Q2 		$20.5K Buy
+359
New +$19.7K ﹤0.01% 1374

Other funds holding URE

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Clearstead Advisors's URE Position: Q3 2025 in Review

Clearstead Advisors sold out of ProShares Ultra Real Estate (URE) in Q3 2025, closing a stake of 368 shares — an estimated $23.2K sold.

Clearstead Advisors first reported a position in URE in Q2 2024 and held it in 5 quarters. The position peaked at $27.6K in Q3 2024. 13 funds tracked by Wall St. Rank hold URE as of Q3 2025.

  • Clearstead Advisors reported no remaining ProShares Ultra Real Estate position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 368 ProShares Ultra Real Estate shares in Q3 2025, an estimated $23.2K.
  • Clearstead Advisors first reported a position in ProShares Ultra Real Estate in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's ProShares Ultra Real Estate position peaked at $27.6K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.