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Freedom Investment Management’s ProShares Ultra Utilities UPW Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-23,284
Closed -$470K – 681
2025
Q2 		$470K Buy
+23,284
New +$450K 0.04% 461
2018
Q1 		– Sell
-75,076
Closed -$883K – 1205
2017
Q4 		$883K Buy
75,076
+56,384
+302% +$713K 0.05% 407
2017
Q3 		$223K Buy
+18,692
New +$225K 0.01% 972

Other funds holding UPW

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
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
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

Freedom Investment Management's UPW Position: Q3 2025 in Review

Freedom Investment Management sold out of ProShares Ultra Utilities (UPW) in Q3 2025, closing a stake of 23,284 shares — an estimated $470K sold.

Freedom Investment Management first reported a position in UPW in Q3 2017 and held it in 3 quarters. The position peaked at $883K in Q4 2017. 7 funds tracked by Wall St. Rank hold UPW as of Q3 2025.

  • Freedom Investment Management reported no remaining ProShares Ultra Utilities position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 23,284 ProShares Ultra Utilities shares in Q3 2025, an estimated $470K.
  • Freedom Investment Management first reported a position in ProShares Ultra Utilities in Q3 2017 and held it in 3 quarters.
  • Freedom Investment Management's ProShares Ultra Utilities position peaked at $883K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.