Spire Wealth Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History

Spire Wealth Management’s Portfolio UDOW Stock Details UDOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$252K	Buy	3,593 +303	+9%	+$18.8K	0.01%	722
2026 Q1	$165K	Sell	3,290 -12,426	-79%	-$727K	0.01%	842
2025 Q4	$910K	Buy	15,716 +15,228	+3,120%	+$852K	0.03%	405
2025 Q3	$26.1K	Sell	488 -6	-1%	-$299	﹤0.01%	1441
2025 Q2	$23.3K	Buy	494 +38	+8%	+$1.53K	﹤0.01%	1459
2025 Q1	$20K	Sell	456 -417,492	-100%	-$20.4M	﹤0.01%	1611
2024 Q4	$19.8M	Buy	+417,948	New	+$21.1M	0.61%	32
2023 Q4	–	Sell	-43,610	Closed	-$1.17M	–	2465
2023 Q3	$1.17M	Buy	+43,610	New	+$1.32M	0.04%	303
2022 Q1	–	Sell	-2,710	Closed	-$115K	–	2872
2021 Q4	$115K	Buy	+2,710	New	+$108K	﹤0.01%	1344
2021 Q3	–	Sell	-244	Closed	-$9K	–	2652
2021 Q2	$9K	Buy	+244	New	+$8.64K	﹤0.01%	2170

Other funds holding UDOW

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $221M AUM

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Spire Wealth Management's UDOW Position: Q2 2026 in Review

Spire Wealth Management increased its ProShares UltraPro Dow 30 (UDOW) stake by 9.2% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,593 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #722.

Spire Wealth Management first reported a position in UDOW in Q2 2021 and has held it in 10 quarters since. The position peaked at $19.8M in Q4 2024. 55 funds tracked by Wall St. Rank hold UDOW as of Q2 2026.

Spire Wealth Management held 3,593 shares of ProShares UltraPro Dow 30 worth $252K as of Q2 2026.
Spire Wealth Management bought 303 ProShares UltraPro Dow 30 shares in Q2 2026, an estimated $18.8K.
ProShares UltraPro Dow 30 made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #722 holding.
Spire Wealth Management first reported a position in ProShares UltraPro Dow 30 in Q2 2021 and has held it in 10 quarters since.
Spire Wealth Management's ProShares UltraPro Dow 30 position peaked at $19.8M in Q4 2024.
55 funds tracked by Wall St. Rank held ProShares UltraPro Dow 30 as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.