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Coppell Advisory Solutions’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-724
Closed -$12.5K – 1768
2024
Q4 		$12.5K Hold
724
– – ﹤0.01% 1033
2024
Q3 		$15.9K Hold
724
– – ﹤0.01% 942
2024
Q2 		$13.6K Buy
+724
New +$13.6K ﹤0.01% 915
2023
Q4 		$13K Buy
+580
New +$11K ﹤0.01% 871

Other funds holding UBT

PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Coppell Advisory Solutions's UBT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q1 2025, closing a stake of 724 shares — an estimated $12.5K sold.

Coppell Advisory Solutions first reported a position in UBT in Q4 2023 and held it in 4 quarters. The position peaked at $15.9K in Q3 2024. 11 funds tracked by Wall St. Rank hold UBT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining ProShares Ultra 20+ Year Treasury position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 724 ProShares Ultra 20+ Year Treasury shares in Q1 2025, an estimated $12.5K.
  • Coppell Advisory Solutions first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's ProShares Ultra 20+ Year Treasury position peaked at $15.9K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.