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IFP Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

IFP Advisors’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
Q2 		– Sell
-1,200
Closed -$21.8K – 5020
2025
Q1 		$21.8K Hold
1,200
– – ﹤0.01% 2259
2024
Q4 		$20.3K Buy
+1,200
New +$22.7K ﹤0.01% 2240
2024
Q3 		– Sell
-400
Closed -$7.53K – 3442
2024
Q2 		$7.53K Hold
400
– – ﹤0.01% 2436
2024
Q1 		$8.08K Hold
400
– – ﹤0.01% 2310
2023
Q4 		$8.99K Hold
400
– – ﹤0.01% 2228
2023
Q3 		$7.31K Hold
400
– – ﹤0.01% 2381
2023
Q2 		$9.96K Sell
400
-1,200
-75% -$30.9K ﹤0.01% 2307
2023
Q1 		$120K Buy
1,600
+600
+60% +$15.9K 0.01% 1160
2022
Q4 		$75K Sell
1,000
-1,200
-55% -$29.9K ﹤0.01% 1948
2022
Q3 		$165K Sell
2,200
-300
-12% -$9.41K ﹤0.01% 1534
2022
Q2 		$188K Hold
2,500
– – 0.01% 1304
2022
Q1 		$188K Buy
2,500
+2,100
+525% +$99.7K 0.01% 1304
2021
Q4 		$22K Sell
400
-50
-11% -$2.71K ﹤0.01% 1911
2021
Q3 		$23K Buy
+450
New +$24.8K ﹤0.01% 1925
2020
Q4 		– Sell
-190
Closed -$11.9K – 3100
2020
Q3 		$13K Buy
+190
New +$13K ﹤0.01% 1818
2017
Q3 		– Sell
-52
Closed -$2K – 4213
2017
Q2 		$2K Sell
52
-174
-77% -$6.85K ﹤0.01% 3775
2017
Q1 		$8K Sell
226
-266
-54% -$9.86K ﹤0.01% 3062
2016
Q4 		$18K Sell
492
-46,420
-99% -$1.87M ﹤0.01% 2544
2016
Q3 		$2.28M Sell
46,912
-1,214
-3% -$59.7K 0.12% 186
2016
Q2 		$2.35M Buy
+48,126
New +$2.13M 0.13% 169
2016
Q1 		– Sell
-151,468
Closed -$5.55M – 3390
2015
Q4 		$5.55M Buy
+151,468
New +$5.71M 0.37% 58

Other funds holding UBT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's UBT Position: Q2 2025 in Review

IFP Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q2 2025, closing a stake of 1,200 shares — an estimated $21.8K sold.

IFP Advisors first reported a position in UBT in Q4 2015 and held it in 21 quarters. The position peaked at $5.55M in Q4 2015. 14 funds tracked by Wall St. Rank hold UBT as of Q2 2025.

  • IFP Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 1,200 ProShares Ultra 20+ Year Treasury shares in Q2 2025, an estimated $21.8K.
  • IFP Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's ProShares Ultra 20+ Year Treasury position peaked at $5.55M in Q4 2015.
  • 14 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.