Integrated Wealth Concepts’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$19.6K	Buy	+1,200	New	+$19.4K	﹤0.01%	4108

Other funds holding UBT

PCA

PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Integrated Wealth Concepts's UBT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ProShares Ultra 20+ Year Treasury (UBT) in Q2 2026: 1,200 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #4108 among its holdings.

14 funds tracked by Wall St. Rank hold UBT as of Q2 2026.

Integrated Wealth Concepts held 1,200 shares of ProShares Ultra 20+ Year Treasury worth $19.6K as of Q2 2026.
ProShares Ultra 20+ Year Treasury was a new Integrated Wealth Concepts position in Q2 2026.
ProShares Ultra 20+ Year Treasury made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4108 holding.
14 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.