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Lionshead Wealth Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Lionshead Wealth Management’s Portfolio UST Stock Details UST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,066
Closed -$208K – 117
2024
Q4 		$208K Buy
+5,066
New +$217K 0.15% 109

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GS
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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lionshead Wealth Management's UST Position: Q1 2025 in Review

Lionshead Wealth Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q1 2025, closing a stake of 5,066 shares — an estimated $208K sold.

Lionshead Wealth Management first reported a position in UST in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 8 funds tracked by Wall St. Rank hold UST as of Q1 2025.

  • Lionshead Wealth Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 5,066 ProShares Ultra 7-10 Year Treasury shares in Q1 2025, an estimated $208K.
  • Lionshead Wealth Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's ProShares Ultra 7-10 Year Treasury position peaked at $208K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.