Montag & Associates’s Proshares Ultra XRP ETF UXRP Stock Holding History

Montag & Associates’s Portfolio UXRP Stock Details UXRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49K	Hold	87	–	–	﹤0.01%	987
2026 Q2	$864	Hold	87	–	–	﹤0.01%	931
2026 Q1	$1.61K	Hold	87	–	–	﹤0.01%	859
2025 Q4	$3.95K	Hold	87	–	–	﹤0.01%	830
2025 Q3	$12.5K	Buy	+87	New	+$16K	﹤0.01%	735

Other funds holding UXRP

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPR Investments Rochester, Michigan $134M AUM 22.6% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Gen-Wealth Partners Zeeland, Michigan $356M AUM 21.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Montag & Associates's UXRP Position: Q3 2026 in Review

Montag & Associates held its Proshares Ultra XRP ETF (UXRP) position steady in Q3 2026 at 87 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Montag & Associates first reported a position in UXRP in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.5K in Q3 2025. 9 funds tracked by Wall St. Rank hold UXRP as of Q3 2026.

Montag & Associates held 87 shares of Proshares Ultra XRP ETF worth $1.49K as of Q3 2026.
Montag & Associates left its Proshares Ultra XRP ETF share count unchanged in Q3 2026.
Proshares Ultra XRP ETF made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #987 holding.
Montag & Associates first reported a position in Proshares Ultra XRP ETF in Q3 2025 and has held it in 5 quarters since.
Montag & Associates's Proshares Ultra XRP ETF position peaked at $12.5K in Q3 2025.
9 funds tracked by Wall St. Rank held Proshares Ultra XRP ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.