Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-254,926
Closed -$17.1M – 1479
2025
Q2 		$17.1M Buy
254,926
+201,646
+378% +$17.8M 0.07% 221
2025
Q1 		$5.44M Buy
+53,280
New +$4.8M 0.03% 394

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AWM
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RCM
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JF
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Kovitz Investment Group Partners's SPXU Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q3 2025, closing a stake of 254,926 shares — an estimated $17.1M sold.

Kovitz Investment Group Partners first reported a position in SPXU in Q1 2025 and held it in 2 quarters. The position peaked at $17.1M in Q2 2025. 48 funds tracked by Wall St. Rank hold SPXU as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining ProShares UltraPro Short S&P 500 position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 254,926 ProShares UltraPro Short S&P 500 shares in Q3 2025, an estimated $17.1M.
  • Kovitz Investment Group Partners first reported a position in ProShares UltraPro Short S&P 500 in Q1 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's ProShares UltraPro Short S&P 500 position peaked at $17.1M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.