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SteelPeak Wealth’s ProShares Ultra Industrials UXI Stock Holding History

SteelPeak Wealth’s Portfolio UXI Stock Details UXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305K Hold
4,800
– – 0.01% 521
2026
Q1 		$237K Hold
4,800
– – 0.01% 502
2025
Q4 		$223K Hold
4,800
– – 0.01% 485
2025
Q3 		$223K Hold
4,800
– – 0.01% 523
2025
Q2 		$207K Buy
+4,800
New +$179K 0.01% 495

Other funds holding UXI

CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SteelPeak Wealth's UXI Position: Q2 2026 in Review

SteelPeak Wealth held its ProShares Ultra Industrials (UXI) position steady in Q2 2026 at 4,800 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #521.

SteelPeak Wealth first reported a position in UXI in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold UXI as of Q2 2026.

  • SteelPeak Wealth held 4,800 shares of ProShares Ultra Industrials worth $305K as of Q2 2026.
  • SteelPeak Wealth left its ProShares Ultra Industrials share count unchanged in Q2 2026.
  • ProShares Ultra Industrials made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #521 holding.
  • SteelPeak Wealth first reported a position in ProShares Ultra Industrials in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held ProShares Ultra Industrials as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.