Royal Fund Management’s ProShares Ultra 7-10 Year Treasury UST Stock Holding History

Royal Fund 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	-23,547	Closed	-$1.03M	–	350
2025 Q3	$1.03M	Buy	+23,547	New	+$1.02M	0.12%	159

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

Royal Fund Management's UST Position: Q4 2025 in Review

Royal Fund Management sold out of ProShares Ultra 7-10 Year Treasury (UST) in Q4 2025, closing a stake of 23,547 shares — an estimated $1.03M sold.

Royal Fund Management first reported a position in UST in Q3 2025 and held it in 1 quarter. The position peaked at $1.03M in Q3 2025. 7 funds tracked by Wall St. Rank hold UST as of Q4 2025.

Royal Fund Management reported no remaining ProShares Ultra 7-10 Year Treasury position as of Q4 2025 after selling out during the quarter.
Royal Fund Management sold 23,547 ProShares Ultra 7-10 Year Treasury shares in Q4 2025, an estimated $1.03M.
Royal Fund Management first reported a position in ProShares Ultra 7-10 Year Treasury in Q3 2025 and held it in 1 quarter.
Royal Fund Management's ProShares Ultra 7-10 Year Treasury position peaked at $1.03M in Q3 2025.
7 funds tracked by Wall St. Rank held ProShares Ultra 7-10 Year Treasury as of Q4 2025.

Based on Royal Fund Management's 13F filing for Q4 2025, filed 15 Jan 2026.