Steward Partners Investment Advisory’s ProShares Ultra Health Care RXL Stock Holding History

Steward Partners Investment Advisory’s Portfolio RXL Stock Details RXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-900	Closed	-$38.3K	–	4447
2025 Q3	$38.3K	Hold	900	–	–	﹤0.01%	2745
2025 Q2	$36.6K	Buy	900 +300	+50%	+$12.3K	﹤0.01%	2635
2025 Q1	$29.1K	Hold	600	–	–	﹤0.01%	2648
2024 Q4	$26.4K	Buy	600 +400	+200%	+$20.1K	﹤0.01%	2649
2024 Q3	$11.2K	Sell	200 -450	-69%	-$24.5K	﹤0.01%	2910
2024 Q2	$33.1K	Buy	+650	New	+$32.2K	﹤0.01%	2299

Other funds holding RXL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Steward Partners Investment Advisory's RXL Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of ProShares Ultra Health Care (RXL) in Q4 2025, closing a stake of 900 shares — an estimated $38.3K sold.

Steward Partners Investment Advisory first reported a position in RXL in Q2 2024 and held it in 6 quarters. The position peaked at $38.3K in Q3 2025. 16 funds tracked by Wall St. Rank hold RXL as of Q4 2025.

Steward Partners Investment Advisory reported no remaining ProShares Ultra Health Care position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 900 ProShares Ultra Health Care shares in Q4 2025, an estimated $38.3K.
Steward Partners Investment Advisory first reported a position in ProShares Ultra Health Care in Q2 2024 and held it in 6 quarters.
Steward Partners Investment Advisory's ProShares Ultra Health Care position peaked at $38.3K in Q3 2025.
16 funds tracked by Wall St. Rank held ProShares Ultra Health Care as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.