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Client First Investment Management’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Client First Investment Management’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
2025
Q4 		– Sell
-134,613
Closed -$2.32M – 39
2025
Q3 		$2.32M Buy
+134,613
New +$2.25M 1.19% 12

Other funds holding UBT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Client First Investment Management's UBT Position: Q4 2025 in Review

Client First Investment Management sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2025, closing a stake of 134,613 shares — an estimated $2.32M sold.

Client First Investment Management first reported a position in UBT in Q3 2025 and held it in 1 quarter. The position peaked at $2.32M in Q3 2025. 11 funds tracked by Wall St. Rank hold UBT as of Q4 2025.

  • Client First Investment Management reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2025 after selling out during the quarter.
  • Client First Investment Management sold 134,613 ProShares Ultra 20+ Year Treasury shares in Q4 2025, an estimated $2.32M.
  • Client First Investment Management first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2025 and held it in 1 quarter.
  • Client First Investment Management's ProShares Ultra 20+ Year Treasury position peaked at $2.32M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2025.

Based on Client First Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.