CI
UPW icon

CX Institutional’s ProShares Ultra Utilities UPW Stock Holding History

CX Institutional’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,064
Closed -$24K – 1591
2025
Q3 		$24K Buy
+1,064
New +$22.9K ﹤0.01% 1067

Other funds holding UPW

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GAFA
Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CX Institutional's UPW Position: Q4 2025 in Review

CX Institutional sold out of ProShares Ultra Utilities (UPW) in Q4 2025, closing a stake of 1,064 shares — an estimated $24K sold.

CX Institutional first reported a position in UPW in Q3 2025 and held it in 1 quarter. The position peaked at $24K in Q3 2025. 10 funds tracked by Wall St. Rank hold UPW as of Q4 2025.

  • CX Institutional reported no remaining ProShares Ultra Utilities position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 1,064 ProShares Ultra Utilities shares in Q4 2025, an estimated $24K.
  • CX Institutional first reported a position in ProShares Ultra Utilities in Q3 2025 and held it in 1 quarter.
  • CX Institutional's ProShares Ultra Utilities position peaked at $24K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.