Joel Greenblatt’s ProShares Ultra Industrials UXI Stock Holding History

Joel Greenblatt’s Portfolio UXI Stock Details UXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Hold	6,142	–	–	﹤0.01%	1574
2026 Q1	$303K	Sell	6,142 -2,158	-26%	-$116K	﹤0.01%	1602
2025 Q4	$385K	Hold	8,300	–	–	﹤0.01%	1502
2025 Q3	$386K	Hold	8,300	–	–	﹤0.01%	1442
2025 Q2	$358K	Sell	8,300 -2,000	-19%	-$74.5K	﹤0.01%	1413
2025 Q1	$362K	Buy	+10,300	New	+$389K	﹤0.01%	1317

Other funds holding UXI

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joel Greenblatt's UXI Position: Q2 2026 in Review

Joel Greenblatt held its ProShares Ultra Industrials (UXI) position steady in Q2 2026 at 6,142 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Joel Greenblatt first reported a position in UXI in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold UXI as of Q2 2026.

Joel Greenblatt held 6,142 shares of ProShares Ultra Industrials worth $391K as of Q2 2026.
Joel Greenblatt left its ProShares Ultra Industrials share count unchanged in Q2 2026.
ProShares Ultra Industrials made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1574 holding.
Joel Greenblatt first reported a position in ProShares Ultra Industrials in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.