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EverSource Wealth Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History

EverSource Wealth Advisors’s Portfolio UDOW Stock Details UDOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
2,930
+1,653
+129% +$102K 0.01% 988
2026
Q1 		$64.1K Buy
1,277
+1
+0.1% +$59 ﹤0.01% 1720
2025
Q4 		$73.9K Hold
1,276
– – ﹤0.01% 1479
2025
Q3 		$68.3K Hold
1,276
– – ﹤0.01% 1481
2025
Q2 		$60.2K Buy
1,276
+2
+0.2% +$81 ﹤0.01% 1505
2025
Q1 		$56K Hold
1,274
– – ﹤0.01% 1183
2024
Q4 		$60.3K Buy
+1,274
New +$64.4K ﹤0.01% 1103

Other funds holding UDOW

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $221M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

EverSource Wealth Advisors's UDOW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ProShares UltraPro Dow 30 (UDOW) stake by 129% in Q2 2026, buying an estimated $102K and bringing the position to 2,930 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #988.

EverSource Wealth Advisors first reported a position in UDOW in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

  • EverSource Wealth Advisors held 2,930 shares of ProShares UltraPro Dow 30 worth $205K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,653 ProShares UltraPro Dow 30 shares in Q2 2026, an estimated $102K.
  • ProShares UltraPro Dow 30 made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #988 holding.
  • EverSource Wealth Advisors first reported a position in ProShares UltraPro Dow 30 in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.