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Discipline Wealth Solutions’s ProShares Ultra MSCI EAFE EFO Stock Holding History

Discipline Wealth Solutions’s Portfolio EFO Stock Details EFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.61M Sell
56,692
-13,904
-20% -$954K 0.38% 47
2025
Q4 		$4.51M Buy
70,596
+461
+0.7% +$28.3K 0.84% 27
2025
Q3 		$4.18M Buy
+70,135
New +$4.02M 1.1% 20

Other funds holding EFO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Discipline Wealth Solutions's EFO Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its ProShares Ultra MSCI EAFE (EFO) stake by 20% in Q1 2026, selling an estimated $954K and leaving 56,692 shares worth $3.61M. The position accounts for 0.38% of the portfolio, ranked #47.

Discipline Wealth Solutions first reported a position in EFO in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.51M in Q4 2025. 12 funds tracked by Wall St. Rank hold EFO as of Q1 2026.

  • Discipline Wealth Solutions held 56,692 shares of ProShares Ultra MSCI EAFE worth $3.61M as of Q1 2026.
  • Discipline Wealth Solutions sold 13,904 ProShares Ultra MSCI EAFE shares in Q1 2026, an estimated $954K.
  • ProShares Ultra MSCI EAFE made up 0.38% of Discipline Wealth Solutions's portfolio in Q1 2026, its #47 holding.
  • Discipline Wealth Solutions first reported a position in ProShares Ultra MSCI EAFE in Q3 2025 and has held it in 3 quarters since.
  • Discipline Wealth Solutions's ProShares Ultra MSCI EAFE position peaked at $4.51M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.