MAI Capital Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

MAI Capital 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 Q4	–	Sell	-214	Closed	-$9.4K	–	4486
2025 Q3	$9.4K	Hold	214	–	–	﹤0.01%	2764
2025 Q2	$9.27K	Hold	214	–	–	﹤0.01%	2774
2025 Q1	$9.21K	Hold	214	–	–	﹤0.01%	2510
2024 Q4	$8.79K	Buy	+214	New	+$9.17K	﹤0.01%	2563

Other funds holding UST

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAI Capital Management's UST Position: Q4 2025 in Review

MAI Capital Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2025, closing a stake of 214 shares — an estimated $9.4K sold.

MAI Capital Management first reported a position in UST in Q4 2024 and held it in 4 quarters. The position peaked at $9.4K in Q3 2025. 7 funds tracked by Wall St. Rank hold UST as of Q4 2025.

MAI Capital Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2025 after selling out during the quarter.
MAI Capital Management sold 214 ProShares Ultra 7-10 Year Treasury shares in Q4 2025, an estimated $9.4K.
MAI Capital Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q4 2024 and held it in 4 quarters.
MAI Capital Management's ProShares Ultra 7-10 Year Treasury position peaked at $9.4K in Q3 2025.
7 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.