Mount Yale Investment Advisors’s ProShares Ultra Real Estate URE Stock Holding History

Mount Yale Investment Advisors’s Portfolio URE Stock Details URE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32	Closed	-$2.02K	–	1550
2025 Q2	$2.02K	Buy	+32	New	+$1.98K	﹤0.01%	1330

Other funds holding URE

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Mount Yale Investment Advisors's URE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ProShares Ultra Real Estate (URE) in Q3 2025, closing a stake of 32 shares — an estimated $2.02K sold.

Mount Yale Investment Advisors first reported a position in URE in Q2 2025 and held it in 1 quarter. The position peaked at $2.02K in Q2 2025. 13 funds tracked by Wall St. Rank hold URE as of Q3 2025.

Mount Yale Investment Advisors reported no remaining ProShares Ultra Real Estate position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 32 ProShares Ultra Real Estate shares in Q3 2025, an estimated $2.02K.
Mount Yale Investment Advisors first reported a position in ProShares Ultra Real Estate in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's ProShares Ultra Real Estate position peaked at $2.02K in Q2 2025.
13 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.