Kovitz Investment Group Partners’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-9,495
Closed -$339K 1170
2025
Q3
$339K Buy
9,495
+1,686
+22% +$66.1K ﹤0.01% 1159
2025
Q2
$324K Buy
+7,809
New +$398K ﹤0.01% 1111

Other funds holding SDOW

Kovitz Investment Group Partners's SDOW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q4 2025, closing a stake of 9,495 shares — an estimated $339K sold.

Kovitz Investment Group Partners first reported a position in SDOW in Q2 2025 and held it in 2 quarters. The position peaked at $339K in Q3 2025. 30 funds tracked by Wall St. Rank hold SDOW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining ProShares UltraPro Short Dow 30 position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,495 ProShares UltraPro Short Dow 30 shares in Q4 2025, an estimated $339K.
  • Kovitz Investment Group Partners first reported a position in ProShares UltraPro Short Dow 30 in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's ProShares UltraPro Short Dow 30 position peaked at $339K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.