Simplex Trading
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Simplex Trading’s ProShares Ultra Utilities UPW Stock Holding History

Simplex Trading’s Portfolio UPW Stock Details UPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-292
Closed -$5K – 10134
2025
Q2 		$5K Buy
+292
New +$5.64K ﹤0.01% 7783

Other funds holding UPW

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplex Trading's UPW Position: Q3 2025 in Review

Simplex Trading sold out of ProShares Ultra Utilities (UPW) in Q3 2025, closing a stake of 292 shares — an estimated $5K sold.

Simplex Trading first reported a position in UPW in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 7 funds tracked by Wall St. Rank hold UPW as of Q3 2025.

  • Simplex Trading reported no remaining ProShares Ultra Utilities position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 292 ProShares Ultra Utilities shares in Q3 2025, an estimated $5K.
  • Simplex Trading first reported a position in ProShares Ultra Utilities in Q2 2025 and held it in 1 quarter.
  • Simplex Trading's ProShares Ultra Utilities position peaked at $5K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held ProShares Ultra Utilities as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.