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Regal Investment Advisors’s ProShares Ultra 20+ Year Treasury UBT Stock Holding History

Regal Investment Advisors’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
2024
Q4 		– Sell
-15,006
Closed -$321K – 517
2024
Q3 		$321K Buy
+15,006
New +$314K 0.02% 438

Other funds holding UBT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Regal Investment Advisors's UBT Position: Q4 2024 in Review

Regal Investment Advisors sold out of ProShares Ultra 20+ Year Treasury (UBT) in Q4 2024, closing a stake of 15,006 shares — an estimated $321K sold.

Regal Investment Advisors first reported a position in UBT in Q3 2024 and held it in 1 quarter. The position peaked at $321K in Q3 2024. 15 funds tracked by Wall St. Rank hold UBT as of Q4 2024.

  • Regal Investment Advisors reported no remaining ProShares Ultra 20+ Year Treasury position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 15,006 ProShares Ultra 20+ Year Treasury shares in Q4 2024, an estimated $321K.
  • Regal Investment Advisors first reported a position in ProShares Ultra 20+ Year Treasury in Q3 2024 and held it in 1 quarter.
  • Regal Investment Advisors's ProShares Ultra 20+ Year Treasury position peaked at $321K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held ProShares Ultra 20+ Year Treasury as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.