PMV Capital Advisers’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

PMV Capital Advisers’s Portfolio UBT Stock Details UBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	62,370 +14,692	+31%	+$248K	1.71%	14
2025 Q4	$789K	Buy	47,678 +6,052	+15%	+$106K	1.44%	14
2025 Q3	$719K	Buy	41,626 +3,983	+11%	+$66.7K	1.4%	15
2025 Q2	$636K	Buy	37,643 +9,627	+34%	+$161K	1.42%	15
2025 Q1	$509K	Buy	28,016 +89	+0.3%	+$1.56K	1.24%	15
2024 Q4	$472K	Buy	+27,927	New	+$528K	1.27%	13

Other funds holding UBT

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFA

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

PMV Capital Advisers's UBT Position: Q1 2026 in Review

PMV Capital Advisers increased its ProShares Ultra 20+ Year Treasury (UBT) stake by 31% in Q1 2026, buying an estimated $248K and bringing the position to 62,370 shares worth $1.02M. The position accounts for 1.71% of the portfolio, ranked #14.

PMV Capital Advisers first reported a position in UBT in Q4 2024 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold UBT as of Q1 2026.

PMV Capital Advisers held 62,370 shares of ProShares Ultra 20+ Year Treasury worth $1.02M as of Q1 2026.
PMV Capital Advisers bought 14,692 ProShares Ultra 20+ Year Treasury shares in Q1 2026, an estimated $248K.
ProShares Ultra 20+ Year Treasury made up 1.71% of PMV Capital Advisers's portfolio in Q1 2026, its #14 holding.
PMV Capital Advisers first reported a position in ProShares Ultra 20+ Year Treasury in Q4 2024 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.